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 9-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 |
|---|---|---|
BENEFITS CONSULTANTS GROUP2 years Service code 50 · EIN 23-2383285 | Direct Payment | $2,465 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $34,496 | $50,958-32.3% | $74,550-53.7% | $64,186-46.3% |
| Participation rate | 26.7% | 61.1%-34.4pp | 69.1%-42.5pp | 69.6%-42.9pp |
| Annual return | -6.31% | -1.86%-4.5pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $321 | $1,115-71.2% | $1,961-83.6% | $2,381-86.5% |
| Participant deferral / active EE | $1,098 | $2,301-52.3% | $3,108-64.7% | $3,470-68.3% |
| Admin fee / account holder | $35 | $4,223-99.2% | $5,060-99.3% | $4,888-99.3% |