See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BENEFIT CONSULTANTS GROUP8+ years Service code 13 · EIN 23-2383285 | Contract Administrator | $3,576 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,776 | $30,086-57.5% | $61,373-79.2% | $64,808-80.3% |
| Participation rate | 19.3% | 36.4%-17.1pp | 52.6%-33.3pp | 71.5%-52.2pp |
| Annual return | -18.49% | -13.99%-4.5pp | 338.61%-357.1pp | 32.82%-51.3pp |
| Employer contribution / active EE | $117 | $536-78.2% | $1,159-89.9% | $2,506-95.3% |
| Participant deferral / active EE | $386 | $1,126-65.7% | $2,125-81.8% | $4,310-91.0% |
| Admin fee / account holder | $27 | $148-81.9% | $2,130-98.7% | $188-85.7% |