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 GROUP9+ years Service code 13 · EIN 23-2383285 | Contract Administrator | $4,465 |
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 | $15,641 | $27,839-43.8% | $58,482-73.3% | $71,457-78.1% |
| Participation rate | 19.8% | 34.5%-14.8pp | 50.9%-31.1pp | 67.9%-48.2pp |
| Annual return | 16.56% | 26.81%-10.2pp | 4239.32%-4222.8pp | 28.85%-12.3pp |
| Employer contribution / active EE | $133 | $631-78.9% | $1,053-87.4% | $2,588-94.9% |
| Participant deferral / active EE | $458 | $1,206-62.1% | $1,924-76.2% | $4,289-89.3% |
| Admin fee / account holder | $37 | $1,641-97.8% | $2,516-98.5% | $1,587-97.7% |