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 GROUP6 years Service code 13 · EIN 23-2383285 | Contract Administrator | $8,861 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,767 | $47,126-87.8% | $149,673-96.1% | $74,419-92.3% |
| Participation rate | 78.2% | 63.4%+14.8pp | 78.8%-0.6pp | 70.7%+7.5pp |
| Annual return | 7.56% | 22.75%-15.2pp | 134.42%-126.9pp | 34.38%-26.8pp |
| Employer contribution / active EE | $404 | $1,905-78.8% | $4,818-91.6% | $2,637-84.7% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $16 | $343-95.3% | $13,210-99.9% | $348-95.4% |