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 GROUP2 years Service code 13 · EIN 23-2383285 | Contract Administrator | $5,398 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,692 | $62,928-91.0% | $172,739-96.7% | $67,579-91.6% |
| Participation rate | 83.9% | 64.5%+19.4pp | 82.6%+1.3pp | 71.3%+12.6pp |
| Annual return | 6.31% | 30.36%-24.0pp | 802.84%-796.5pp | 378.56%-372.2pp |
| Employer contribution / active EE | $812 | $1,636-50.4% | $5,143-84.2% | $2,148-62.2% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $10 | $167-93.9% | $13,954-99.9% | $142-92.8% |