See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BENEFIT CONSULTANTS GROUP1+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $23,842 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,781 | $43,423-95.9% | $78,689-97.7% | $55,167-96.8% |
| Participation rate | 86.9% | 68.0%+18.8pp | 73.6%+13.3pp | 69.0%+17.9pp |
| Annual return | -5.50% | 11.53%-17.0pp | 62.18%-67.7pp | 169.23%-174.7pp |
| Employer contribution / active EE | $476 | $1,997-76.1% | $2,851-83.3% | $1,963-75.7% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,517-100.0% | $3,054-100.0% |
| Admin fee / account holder | $75 | $416-82.1% | $4,510-98.3% | $504-85.2% |