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 CONSULTANTS1+ years Filed as: BENEFIT PLANNING CONSULTANTS INC Service code 17 PO BOX 7500 · CHAMPAIGN, IL 61826 | Pension Consulting | $0 |
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 | $22,517 | $57,108-60.6% | $94,224-76.1% | $52,331-57.0% |
| Participation rate | 88.4% | 72.9%+15.5pp | 78.8%+9.6pp | 68.1%+20.3pp |
| Annual return | -1.57% | 1.47%-3.0pp | 10.68%-12.3pp | 4.54%-6.1pp |
| Employer contribution / active EE | $1,830 | $1,735+5.4% | $3,587-49.0% | $1,882-2.8% |
| Participant deferral / active EE | $2,421 | $3,040-20.3% | $4,320-44.0% | $3,022-19.9% |
| Admin fee / account holder | $29 | $546-94.6% | $6,269-99.5% | $592-95.0% |