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 GROUP1+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $4,213 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $47,745 | $39,245+21.7% | $64,105-25.5% | $52,331-8.8% |
| Participation rate | 54.4% | 58.2%-3.9pp | 68.2%-13.8pp | 68.1%-13.7pp |
| Annual return | -0.84% | 14.79%-15.6pp | 791.24%-792.1pp | 4.54%-5.4pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,856 | $1,992+43.4% | $2,822+1.2% | $3,022-5.5% |
| Admin fee / account holder | $26 | $592-95.6% | $4,499-99.4% | $592-95.5% |