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 SECURITIES6 years Service code 27 · EIN 23-1664237 | Advisory (Plan) | $53,855 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,438 |
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 | $28,405 | $99,078-71.3% | $96,544-70.6% | $74,419-61.8% |
| Participation rate | 94.1% | 80.7%+13.4pp | 76.0%+18.1pp | 70.7%+23.3pp |
| Annual return | 19.80% | 22.48%-2.7pp | 25.84%-6.0pp | 34.38%-14.6pp |
| Employer contribution / active EE | $1,278 | $2,570-50.3% | $2,965-56.9% | $2,637-51.6% |
| Participant deferral / active EE | $4,427 | $4,933-10.3% | $4,851-8.7% | $4,528-2.2% |
| Admin fee / account holder | $65 | $225-70.9% | $8,252-99.2% | $348-81.2% |