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 | $55,415+78.9% | $155,509-36.2% | $74,495+33.1% |
| Participation rate | 64.3% | 61.9%+2.4pp | 78.2%-13.9pp | 67.2%-2.9pp |
| Annual return | 19.41% | 268.50%-249.1pp | 64.67%-45.3pp | 1364.94%-1345.5pp |
| Employer contribution / active EE | $533 | $2,267-76.5% | $4,672-88.6% | $2,623-79.7% |
| Participant deferral / active EE | $3,705 | $2,836+30.6% | $5,626-34.2% | $4,346-14.8% |
| Admin fee / account holder | $265 | $1,738-84.8% | $15,912-98.3% | $1,942-86.4% |