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 |
|---|---|---|
BCGM WEALTH MANAGEMENT LLC4 years Service code 27 · EIN 84-3549316 | Advisory (Plan) | $51,116 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,805 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,393 | $57,739+34.0% | $112,229-31.0% | $74,419+4.0% |
| Participation rate | 85.9% | 55.6%+30.3pp | 72.4%+13.5pp | 70.7%+15.2pp |
| Annual return | 18.04% | 19.52%-1.5pp | 30.20%-12.2pp | 34.38%-16.3pp |
| Employer contribution / active EE | $2,314 | $1,675+38.2% | $3,430-32.5% | $2,637-12.3% |
| Participant deferral / active EE | $4,554 | $2,891+57.5% | $4,798-5.1% | $4,528+0.6% |
| Admin fee / account holder | $55 | $462-88.1% | $7,748-99.3% | $348-84.1% |