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 | $13,548 |
TROUT EBERSOLE & GROFF LLP1+ years Filed as: TROUT, EBERSOLE & GROFF, LLP Service code 10 · EIN 23-1551315 | Accounting | $9,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,622 | $39,245-14.3% | $64,105-47.6% | $52,331-35.8% |
| Participation rate | 50.3% | 58.2%-7.9pp | 68.2%-17.9pp | 68.1%-17.8pp |
| Annual return | -1.83% | 14.79%-16.6pp | 791.24%-793.1pp | 4.54%-6.4pp |
| Employer contribution / active EE | $568 | $736-22.9% | $1,820-68.8% | $1,882-69.8% |
| Participant deferral / active EE | $2,297 | $1,992+15.3% | $2,822-18.6% | $3,022-24.0% |
| Admin fee / account holder | $147 | $592-75.1% | $4,499-96.7% | $592-75.1% |