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 GROUP4 years Service code 13 · EIN 23-2383285 | Contract Administrator | $8,721 |
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 | $5,767 | $56,485-89.8% | $185,823-96.9% | $86,799-93.4% |
| Participation rate | 87.3% | 65.5%+21.8pp | 81.7%+5.6pp | 72.3%+15.0pp |
| Annual return | 20.69% | 118.04%-97.3pp | 122.05%-101.4pp | 97.91%-77.2pp |
| Employer contribution / active EE | $985 | $1,843-46.6% | $5,167-80.9% | $2,405-59.1% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $15 | $150-89.9% | $16,237-99.9% | $170-91.1% |