Filed November 12, 2024
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 GROUP1+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $8,929 |
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 | $79,903 | $80,177-0.3% | $123,892-35.5% | $57,658+38.6% |
| Participation rate | 89.1% | 74.4%+14.7pp | 81.4%+7.7pp | 70.2%+18.9pp |
| Annual return | 13.78% | 17.90%-4.1pp | 47.52%-33.7pp | 5.13%+8.6pp |
| Employer contribution / active EE | $1,516 | $2,913-47.9% | $4,617-67.2% | $1,974-23.2% |
| Participant deferral / active EE | $8,340 | $5,130+62.6% | $5,984+39.4% | $3,061+172.5% |
| Admin fee / account holder | $10 | $106-91.0% | $8,357-99.9% | $95-89.9% |