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 SERVICES GROUP, INC.3+ years Filed as: THE BENEFIT SERVICES GROUP Service code 14 · EIN 39-1593551 | Plan Administrator | $32,515 |
FREYBERG HINKLE ET AL3+ years Service code 10 · EIN 39-1531945 | Accounting | $8,495 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $28,416-100.0% | $73,545-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 38.3%-38.3pp | 54.9%-54.9pp | 70.7%-70.7pp |
| Annual return | -0.58% | -694.13%+693.6pp | -15.16%+14.6pp | 27571.02%-27571.6pp |
| Employer contribution / active EE | $417 | $430-3.1% | $1,219-65.8% | $2,032-79.5% |
| Participant deferral / active EE | $0 | $897-100.0% | $1,806-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $104-100.0% | $2,320-100.0% | $110-100.0% |