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 SECURITIES3 years Service code 27 · EIN 23-1664237 | Advisory (Plan) | $36,341 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,994 |
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 | $27,438 | $79,519-65.5% | $95,952-71.4% | $73,409-62.6% |
| Participation rate | 94.1% | 81.2%+12.9pp | 77.1%+17.0pp | 72.2%+21.9pp |
| Annual return | 20.70% | 19.20%+1.5pp | 91.61%-70.9pp | 59.29%-38.6pp |
| Employer contribution / active EE | $1,074 | $2,048-47.6% | $2,541-57.8% | $2,234-51.9% |
| Participant deferral / active EE | $3,369 | $4,138-18.6% | $4,167-19.1% | $3,805-11.5% |
| Admin fee / account holder | $60 | $184-67.3% | $6,795-99.1% | $158-61.8% |