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 GROUP5+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $17,063 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $98,688 | $49,138+100.8% | $84,015+17.5% | $65,185+51.4% |
| Participation rate | 44.6% | 60.7%-16.2pp | 69.0%-24.4pp | 70.2%-25.6pp |
| Annual return | 20.36% | 23.00%-2.6pp | 71.31%-50.9pp | 29.38%-9.0pp |
| Employer contribution / active EE | $517 | $914-43.4% | $1,983-73.9% | $2,177-76.2% |
| Participant deferral / active EE | $2,935 | $2,397+22.4% | $3,239-9.4% | $3,514-16.5% |
| Admin fee / account holder | $167 | $543-69.2% | $6,101-97.3% | $847-80.3% |