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 GROUP5 years Service code 50 · EIN 23-2383285 | Direct Payment | $40,712 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,103 | $70,428-31.7% | $96,562-50.2% | $85,850-44.0% |
| Participation rate | 65.4% | 61.8%+3.6pp | 69.8%-4.4pp | 69.3%-3.9pp |
| Annual return | 15.18% | 18.59%-3.4pp | 37.78%-22.6pp | 318.53%-303.4pp |
| Employer contribution / active EE | $1,468 | $1,413+3.9% | $2,356-37.7% | $2,565-42.8% |
| Participant deferral / active EE | $5,016 | $2,894+73.3% | $3,849+30.3% | $3,952+26.9% |
| Admin fee / account holder | $146 | $4,997-97.1% | $6,181-97.6% | $6,260-97.7% |