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 |
|---|---|---|
BENEFIT CONSULTANTS GROUP2 years Service code 15 51 HADDONFIELD ROAD, SUITE 200 · CHERRY HILL, NJ 08002 | Recordkeeping | $6,748 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,131 | $100,923+162.7% | $150,045+76.7% | $74,304+256.8% |
| Participation rate | 89.1% | 70.1%+19.0pp | 82.3%+6.7pp | 60.3%+28.7pp |
| Annual return | 15.67% | 51.77%-36.1pp | 62.55%-46.9pp | 29.43%-13.8pp |
| Employer contribution / active EE | $1,740 | $3,463-49.8% | $4,693-62.9% | $2,241-22.4% |
| Participant deferral / active EE | $9,609 | $6,709+43.2% | $7,997+20.2% | $3,767+155.1% |
| Admin fee / account holder | $43 | $2,767-98.4% | $13,435-99.7% | $2,969-98.6% |