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 GROUP2+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $39,729 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,563 | $60,165+42.2% | $74,183+15.3% | $55,167+55.1% |
| Participation rate | 97.5% | 74.2%+23.4pp | 76.6%+20.9pp | 69.0%+28.5pp |
| Annual return | 5.32% | 10.00%-4.7pp | 17.74%-12.4pp | 169.23%-163.9pp |
| Employer contribution / active EE | $1,865 | $1,600+16.6% | $2,370-21.3% | $1,963-5.0% |
| Participant deferral / active EE | $2,674 | $2,973-10.0% | $3,550-24.7% | $3,054-12.5% |
| Admin fee / account holder | $268 | $419-36.2% | $5,586-95.2% | $504-46.9% |