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 |
|---|---|---|
BENEFITS CONSULTANTS GROUP3 years Service code 50 · EIN 23-2383285 | Direct Payment | $11,110 |
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 | $35,224 | $58,512-39.8% | $84,015-58.1% | $72,985-51.7% |
| Participation rate | 71.3% | 61.2%+10.0pp | 69.0%+2.2pp | 69.5%+1.8pp |
| Annual return | 22.65% | 28.93%-6.3pp | 71.31%-48.7pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,128 | $1,163-3.0% | $1,983-43.1% | $2,440-53.8% |
| Participant deferral / active EE | $4,628 | $2,394+93.4% | $3,239+42.9% | $3,607+28.3% |
| Admin fee / account holder | $46 | $4,569-99.0% | $6,101-99.3% | $5,124-99.1% |