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 |
|---|---|---|
BFC PLANNING INC6 years Filed as: BFC PLANNING INC. Service code 27 4201 42ND ST. NE, STE 100 · CEDAR RAPIDS, IA 524027103 | Advisory (Plan) | $27,075 |
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 | $99,140 | $55,472+78.7% | $155,567-36.3% | $74,546+33.0% |
| Participation rate | 64.3% | 61.9%+2.4pp | 78.2%-13.9pp | 67.2%-2.9pp |
| Annual return | 19.41% | 268.72%-249.3pp | 64.74%-45.3pp | 1366.03%-1346.6pp |
| Employer contribution / active EE | $533 | $2,269-76.5% | $4,674-88.6% | $2,624-79.7% |
| Participant deferral / active EE | $3,705 | $2,838+30.5% | $5,628-34.2% | $4,347-14.8% |
| Admin fee / account holder | $265 | $1,743-84.8% | $15,916-98.3% | $1,944-86.4% |