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 |
|---|---|---|
BENEFIT CONSULTANTS GROUP10+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $38,274 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,660 | $79,184+41.0% | $102,438+9.0% | $74,546+49.8% |
| Participation rate | 99.1% | 74.8%+24.3pp | 76.5%+22.6pp | 67.2%+31.8pp |
| Annual return | 11.88% | 54.95%-43.1pp | 29.37%-17.5pp | 1366.03%-1354.1pp |
| Employer contribution / active EE | $1,270 | $2,362-46.3% | $3,024-58.0% | $2,624-51.6% |
| Participant deferral / active EE | $2,260 | $4,414-48.8% | $5,054-55.3% | $4,347-48.0% |
| Admin fee / account holder | $268 | $2,001-86.6% | $9,448-97.2% | $1,944-86.2% |