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 SECURITIES5 years Service code 27 · EIN 23-1664237 | Advisory (Plan) | $51,552 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,385 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,215 | $72,254-69.3% | $86,677-74.4% | $64,808-65.7% |
| Participation rate | 93.3% | 80.4%+12.9pp | 76.6%+16.8pp | 71.5%+21.9pp |
| Annual return | -17.33% | 392.42%-409.8pp | 35.91%-53.2pp | 32.82%-50.2pp |
| Employer contribution / active EE | $1,256 | $2,393-47.5% | $2,836-55.7% | $2,506-49.9% |
| Participant deferral / active EE | $4,010 | $4,658-13.9% | $4,656-13.9% | $4,310-7.0% |
| Admin fee / account holder | $62 | $174-64.2% | $7,493-99.2% | $188-66.9% |