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 GROUP8 years Service code 13 · EIN 23-2383285 | Contract Administrator | $7,279 |
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 | $6,756 | $50,982-86.7% | $154,803-95.6% | $85,563-92.1% |
| Participation rate | 78.5% | 59.8%+18.7pp | 78.1%+0.4pp | 66.0%+12.5pp |
| Annual return | 11.55% | 30.35%-18.8pp | 58.88%-47.3pp | 31.51%-20.0pp |
| Employer contribution / active EE | $664 | $1,708-61.1% | $4,305-84.6% | $2,654-75.0% |
| Participant deferral / active EE | $0 | $2,474-100.0% | $5,540-100.0% | $4,375-100.0% |
| Admin fee / account holder | $13 | $846-98.5% | $14,329-99.9% | $834-98.5% |