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 |
|---|---|---|
BCG SECURITIES2 years Service code 27 · EIN 23-1664237 | Advisory (Plan) | $31,119 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,731 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,943 | $73,404-68.7% | $87,100-73.7% | $67,579-66.0% |
| Participation rate | 89.8% | 80.9%+8.9pp | 76.9%+12.9pp | 71.3%+18.5pp |
| Annual return | 20.62% | 48.29%-27.7pp | 28.19%-7.6pp | 378.56%-357.9pp |
| Employer contribution / active EE | $996 | $2,014-50.6% | $2,521-60.5% | $2,148-53.6% |
| Participant deferral / active EE | $2,797 | $3,913-28.5% | $4,049-30.9% | $3,539-21.0% |
| Admin fee / account holder | $56 | $142-60.1% | $7,497-99.2% | $142-60.3% |