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 GROUP9 years Service code 50 · EIN 23-2383285 | Direct Payment | $38,969 |
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 | $59,975 | $74,927-20.0% | $101,794-41.1% | $84,808-29.3% |
| Participation rate | 55.6% | 61.4%-5.8pp | 69.2%-13.6pp | 68.3%-12.8pp |
| Annual return | 13.98% | 18.70%-4.7pp | 30.53%-16.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,309 | $1,522-14.0% | $2,289-42.8% | $2,631-50.3% |
| Participant deferral / active EE | $4,019 | $3,099+29.7% | $4,084-1.6% | $4,212-4.6% |
| Admin fee / account holder | $256 | $6,514-96.1% | $8,777-97.1% | $7,344-96.5% |