See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BENEFIT CONSULTANTS GROUP10+ years Service code 13 · EIN 23-2383285 | Contract Administrator | $18,700 |
Filed as: MELTZER GROUP - KESTRA ADVISORS Service code 63 6500 ROCK SPRING DRIVE · BETHESDA, MD 20817 | 12b-1 Fees | $5,000 |
CITRIN COOPERMAN1 year Service code 10 · EIN 22-2428965 | Accounting | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $549,467 | $138,385+297.1% | $184,200+198.3% | $80,874+579.4% |
| Participation rate | 95.8% | 83.9%+11.9pp | 86.8%+8.9pp | 67.6%+28.1pp |
| Annual return | 16.90% | 20.02%-3.1pp | 28.80%-11.9pp | 35.62%-18.7pp |
| Employer contribution / active EE | $3,315 | $4,849-31.6% | $6,424-48.4% | $2,756+20.3% |
| Participant deferral / active EE | $13,915 | $7,073+96.8% | $9,132+52.4% | $4,297+223.8% |
| Admin fee / account holder | $260 | $10,483-97.5% | $13,907-98.1% | $6,935-96.2% |