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 GROUP3+ years Service code 13 · EIN 23-2383285 | Contract Administrator | $5,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,748 | $28,416-65.7% | $73,545-86.7% | $69,631-86.0% |
| Participation rate | 18.9% | 38.3%-19.5pp | 54.9%-36.1pp | 70.7%-51.8pp |
| Annual return | 17.79% | -694.13%+711.9pp | -15.16%+33.0pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $140 | $430-67.5% | $1,219-88.5% | $2,032-93.1% |
| Participant deferral / active EE | $444 | $897-50.5% | $1,806-75.4% | $3,224-86.2% |
| Admin fee / account holder | $53 | $104-49.5% | $2,320-97.7% | $110-52.3% |