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 GROUP3 years Service code 13 · EIN 23-2383285 | Contract Administrator | $5,715 |
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 | $4,723 | $52,293-91.0% | $178,490-97.4% | $73,409-93.6% |
| Participation rate | 92.2% | 65.3%+26.8pp | 81.9%+10.2pp | 72.2%+20.0pp |
| Annual return | 5.35% | 34.75%-29.4pp | 151.07%-145.7pp | 59.29%-53.9pp |
| Employer contribution / active EE | $874 | $1,735-49.7% | $5,011-82.6% | $2,234-60.9% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $10 | $127-92.0% | $13,984-99.9% | $158-93.5% |