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 SECURITIES4 years Service code 27 · EIN 23-1664237 | Advisory (Plan) | $47,287 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,406 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,078 | $185,342-85.4% | $111,297-75.7% | $86,799-68.8% |
| Participation rate | 92.0% | 81.0%+11.1pp | 77.3%+14.7pp | 72.3%+19.8pp |
| Annual return | 16.23% | 500.80%-484.6pp | 54.65%-38.4pp | 97.91%-81.7pp |
| Employer contribution / active EE | $1,049 | $2,246-53.3% | $2,731-61.6% | $2,405-56.4% |
| Participant deferral / active EE | $3,458 | $4,458-22.4% | $4,487-22.9% | $4,131-16.3% |
| Admin fee / account holder | $63 | $255-75.5% | $7,964-99.2% | $170-63.0% |