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 PLANNING CONSULTANTS3+ years Filed as: BENEFIT PLANNING CONSULTANTS INC Service code 13 · EIN 32-7481187 | Contract Administrator | $7,769 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,903 | $46,173-37.4% | $170,442-83.0% | $69,631-58.5% |
| Participation rate | 51.6% | 63.9%-12.3pp | 83.6%-32.0pp | 70.7%-19.1pp |
| Annual return | 15.51% | 21.62%-6.1pp | 205.93%-190.4pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $363 | $1,610-77.5% | $5,433-93.3% | $2,032-82.1% |
| Participant deferral / active EE | $558 | $2,080-73.2% | $4,939-88.7% | $3,224-82.7% |
| Admin fee / account holder | $38 | $116-66.9% | $13,880-99.7% | $110-65.3% |