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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $31,377 |
BCG SECURITIES1 year Service code 27 · EIN 23-1664237 | Advisory (Plan) | $19,809 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,187 | $60,795-52.0% | $69,455-58.0% | $65,185-55.2% |
| Participation rate | 91.9% | 74.9%+17.0pp | 74.6%+17.3pp | 70.2%+21.7pp |
| Annual return | 21.22% | 17.46%+3.8pp | 28.97%-7.7pp | 29.38%-8.2pp |
| Employer contribution / active EE | $1,373 | $2,452-44.0% | $2,779-50.6% | $2,177-36.9% |
| Participant deferral / active EE | $1,102 | $3,162-65.2% | $3,535-68.8% | $3,514-68.6% |
| Admin fee / account holder | $191 | $314-39.1% | $3,839-95.0% | $847-77.5% |