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 GROUP4 years Service code 50 · EIN 23-2383285 | Direct Payment | $4,635 |
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 | $41,093 | $65,041-36.8% | $90,951-54.8% | $79,858-48.5% |
| Participation rate | 33.7% | 61.6%-27.9pp | 69.0%-35.3pp | 69.6%-35.9pp |
| Annual return | 13.30% | 30.45%-17.2pp | 134.60%-121.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $346 | $1,247-72.2% | $2,122-83.7% | $2,471-86.0% |
| Participant deferral / active EE | $1,221 | $2,512-51.4% | $3,373-63.8% | $3,740-67.4% |
| Admin fee / account holder | $227 | $4,536-95.0% | $5,959-96.2% | $5,306-95.7% |