See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BENEFIT CONSULTANTS GROUP11+ years Service code 13 · EIN 23-2383285 | Contract Administrator | $13,840 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,309 | $67,984-84.8% | $65,493-84.3% | $74,304-86.1% |
| Participation rate | 96.9% | 66.3%+30.6pp | 73.1%+23.9pp | 60.3%+36.6pp |
| Annual return | 10.36% | 19.87%-9.5pp | 982.45%-972.1pp | 29.43%-19.1pp |
| Employer contribution / active EE | $2,444 | $2,491-1.9% | $2,574-5.0% | $2,241+9.1% |
| Participant deferral / active EE | $1,109 | $3,346-66.9% | $3,961-72.0% | $3,767-70.6% |
| Admin fee / account holder | $25 | $1,373-98.2% | $5,028-99.5% | $2,969-99.2% |