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 GROUP2+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $43,851 |
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 | $92,716 | $155,795-40.5% | $136,294-32.0% | $69,631+33.2% |
| Participation rate | 90.6% | 75.2%+15.3pp | 81.9%+8.7pp | 70.7%+19.9pp |
| Annual return | 31.94% | 232464.33%-232432.4pp | 5155.94%-5124.0pp | 27571.02%-27539.1pp |
| Employer contribution / active EE | $1,452 | $2,991-51.4% | $4,695-69.1% | $2,032-28.5% |
| Participant deferral / active EE | $8,051 | $5,394+49.3% | $6,247+28.9% | $3,224+149.8% |
| Admin fee / account holder | $40 | $128-69.1% | $9,243-99.6% | $110-64.1% |