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 CONSULTANTS GROUP4+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $33,195 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $95,630 | $42,548+124.8% | $74,550+28.3% | $56,287+69.9% |
| Participation rate | 49.4% | 60.5%-11.1pp | 69.1%-19.8pp | 69.9%-20.5pp |
| Annual return | -4.41% | 12.40%-16.8pp | 32.53%-36.9pp | -9.96%+5.5pp |
| Employer contribution / active EE | $498 | $855-41.7% | $1,961-74.6% | $2,111-76.4% |
| Participant deferral / active EE | $2,754 | $2,277+20.9% | $3,108-11.4% | $3,350-17.8% |
| Admin fee / account holder | $306 | $467-34.6% | $5,060-94.0% | $521-41.3% |