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 |
|---|---|---|
BCS FINANCIAL, LLC1 year Filed as: BCS WEALTH MANAGEMENT LLC Service code 27 · EIN 62-1731672 | Advisory (Plan) | $44,562 |
PURSHE KAPLAN STERLING INV5 years Service code 27 · EIN 13-3749682 | Advisory (Plan) | $16,615 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,651 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,946 | $101,317+44.0% | $146,958-0.7% | $74,495+95.9% |
| Participation rate | 83.8% | 75.5%+8.3pp | 82.2%+1.7pp | 67.2%+16.6pp |
| Annual return | 13.87% | 8730.91%-8717.0pp | 418.34%-404.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $3,171 | $3,810-16.8% | $4,933-35.7% | $2,623+20.9% |
| Participant deferral / active EE | $7,073 | $7,303-3.2% | $8,070-12.4% | $4,346+62.8% |
| Admin fee / account holder | $475 | $1,739-72.7% | $12,998-96.3% | $1,942-75.5% |