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 SECURITIES3+ years Service code 27 · EIN 23-1664237 | Advisory (Plan) | $23,013 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $14,637 |
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 | $92,848 | $89,739+3.5% | $149,718-38.0% | $62,292+49.1% |
| Participation rate | 93.3% | 85.1%+8.2pp | 87.1%+6.3pp | 69.5%+23.8pp |
| Annual return | 22.90% | 21.01%+1.9pp | 1501.63%-1478.7pp | 28.90%-6.0pp |
| Employer contribution / active EE | $2,760 | $3,233-14.6% | $5,445-49.3% | $2,042+35.2% |
| Participant deferral / active EE | $3,525 | $4,797-26.5% | $6,569-46.3% | $3,169+11.2% |
| Admin fee / account holder | $258 | $551-53.2% | $11,283-97.7% | $479-46.2% |