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 GROUP4+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $169,147 |
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 | $91,419 | $101,523-10.0% | $141,162-35.2% | $77,787+17.5% |
| Participation rate | 91.7% | 77.4%+14.3pp | 82.5%+9.2pp | 73.2%+18.5pp |
| Annual return | 23.57% | 56.22%-32.7pp | 71.39%-47.8pp | 32.57%-9.0pp |
| Employer contribution / active EE | $0 | $3,341-100.0% | $4,735-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $8,496 | $6,434+32.0% | $6,709+26.6% | $3,967+114.1% |
| Admin fee / account holder | $203 | $92+121.3% | $10,261-98.0% | $100+102.4% |