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 |
|---|---|---|
Filed as: THE BENEFITS CONSULTING GROUP, INC. Service code 13 · EIN 36-3533281 | Contract Administrator | $32,479 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,716 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,264 | $55,415-63.4% | $155,509-87.0% | $74,495-72.8% |
| Participation rate | 86.5% | 61.9%+24.6pp | 78.2%+8.3pp | 67.2%+19.3pp |
| Annual return | 11.16% | 268.50%-257.3pp | 64.67%-53.5pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $691 | $2,267-69.5% | $4,672-85.2% | $2,623-73.6% |
| Participant deferral / active EE | $1,451 | $2,836-48.8% | $5,626-74.2% | $4,346-66.6% |
| Admin fee / account holder | $177 | $1,738-89.8% | $15,912-98.9% | $1,942-90.9% |