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 GROUP8 years Service code 50 · EIN 23-2383285 | Direct Payment | $38,226 |
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 | $51,153 | $59,417-13.9% | $93,606-45.4% | $74,495-31.3% |
| Participation rate | 50.5% | 59.7%-9.2pp | 68.7%-18.2pp | 67.2%-16.7pp |
| Annual return | 15.85% | 81.83%-66.0pp | 133.20%-117.3pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $1,179 | $1,264-6.7% | $2,420-51.3% | $2,623-55.0% |
| Participant deferral / active EE | $3,775 | $3,050+23.8% | $4,411-14.4% | $4,346-13.1% |
| Admin fee / account holder | $242 | $3,021-92.0% | $8,285-97.1% | $1,942-87.5% |