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 GROUP5+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $22,747 |
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 | $1,930 | $52,670-96.3% | $90,404-97.9% | $73,409-97.4% |
| Participation rate | 87.6% | 67.7%+19.9pp | 72.7%+14.9pp | 72.2%+15.4pp |
| Annual return | -3.03% | 20.70%-23.7pp | 1293.02%-1296.0pp | 59.29%-62.3pp |
| Employer contribution / active EE | $377 | $1,872-79.9% | $3,262-88.4% | $2,234-83.1% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $3,963-100.0% | $3,805-100.0% |
| Admin fee / account holder | $56 | $117-52.4% | $5,611-99.0% | $158-64.8% |