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 GROUP11+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $33,529 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,212 | $87,870+42.5% | $113,168+10.6% | $74,304+68.5% |
| Participation rate | 97.0% | 70.7%+26.3pp | 76.6%+20.4pp | 60.3%+36.7pp |
| Annual return | 13.15% | 26.44%-13.3pp | 24.27%-11.1pp | 29.43%-16.3pp |
| Employer contribution / active EE | $1,305 | $2,277-42.7% | $2,975-56.1% | $2,241-41.8% |
| Participant deferral / active EE | $2,261 | $4,241-46.7% | $5,107-55.7% | $3,767-40.0% |
| Admin fee / account holder | $236 | $3,368-93.0% | $12,068-98.0% | $2,969-92.0% |