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 SECURITIES1+ years Filed as: BCG SECURITIES, INC. Service code 26 37 WEST AVE STE 300 · WAYNE, PA 19087 | Advisory (Participants) | $6,702 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,368 | $131,829-36.8% | $108,579-23.2% | $273,961-69.6% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 2.44% | -91.57%+94.0pp | -51.70%+54.1pp | 41.45%-39.0pp |
| Employer contribution / active EE | $5,422 | $4,912+10.4% | $3,758+44.3% | $4,869+11.4% |
| Participant deferral / active EE | $5,057 | $5,127-1.4% | $4,311+17.3% | $5,287-4.4% |
| Admin fee / account holder | $5,717 | $10,252-44.2% | $7,645-25.2% | $10,132-43.6% |