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 GROUP4 years Service code 50 · EIN 23-2383285 | Direct Payment | $20,941 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,032 | $65,041-36.9% | $90,951-54.9% | $79,858-48.6% |
| Participation rate | 64.3% | 61.6%+2.7pp | 69.0%-4.7pp | 69.6%-5.3pp |
| Annual return | 14.95% | 30.45%-15.5pp | 134.60%-119.6pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,163 | $1,247-6.8% | $2,122-45.2% | $2,471-52.9% |
| Participant deferral / active EE | $4,005 | $2,512+59.4% | $3,373+18.7% | $3,740+7.1% |
| Admin fee / account holder | $141 | $4,536-96.9% | $5,959-97.6% | $5,306-97.3% |