See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BENEFIT CONSULTANTS GROUP4 years Service code 15 · EIN 23-2383285 | Recordkeeping | $5,963 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,734 | $72,277-0.8% | $101,248-29.2% | $79,858-10.2% |
| Participation rate | 45.7% | 68.5%-22.7pp | 75.8%-30.1pp | 69.6%-23.9pp |
| Annual return | 14.97% | 22.30%-7.3pp | 46.47%-31.5pp | 31.71%-16.7pp |
| Employer contribution / active EE | $180 | $2,692-93.3% | $3,660-95.1% | $2,471-92.7% |
| Participant deferral / active EE | $3,228 | $3,282-1.6% | $4,370-26.1% | $3,740-13.7% |
| Admin fee / account holder | $113 | $4,400-97.4% | $5,945-98.1% | $5,306-97.9% |