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 GROUP3+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $156,530 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,765 | $75,388+9.8% | $123,544-33.0% | $55,725+48.5% |
| Participation rate | 92.3% | 75.7%+16.7pp | 82.3%+10.0pp | 70.9%+21.5pp |
| Annual return | -6.31% | 4.48%-10.8pp | 119.20%-125.5pp | 244.93%-251.2pp |
| Employer contribution / active EE | $1,598 | $3,063-47.8% | $4,628-65.5% | $2,078-23.1% |
| Participant deferral / active EE | $9,123 | $5,651+61.4% | $6,426+42.0% | $3,356+171.9% |
| Admin fee / account holder | $213 | $120+78.0% | $9,284-97.7% | $115+85.1% |