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 GROUP6+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $34,652 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,908 | $54,573+95.9% | $90,951+17.5% | $73,488+45.5% |
| Participation rate | 34.5% | 61.2%-26.7pp | 69.0%-34.5pp | 70.7%-36.2pp |
| Annual return | 11.97% | 16.69%-4.7pp | 134.60%-122.6pp | 28.51%-16.5pp |
| Employer contribution / active EE | $388 | $991-60.9% | $2,122-81.7% | $2,270-82.9% |
| Participant deferral / active EE | $2,271 | $2,517-9.8% | $3,373-32.7% | $3,740-39.3% |
| Admin fee / account holder | $305 | $521-41.5% | $5,959-94.9% | $513-40.5% |