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 GROUP10+ years Service code 13 · EIN 23-2383285 | Contract Administrator | $6,978 |
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 | $17,313 | $34,934-50.4% | $56,411-69.3% | $74,495-76.8% |
| Participation rate | 22.4% | 32.8%-10.4pp | 52.5%-30.0pp | 67.2%-44.8pp |
| Annual return | 11.71% | 25.94%-14.2pp | 1701.33%-1689.6pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $137 | $609-77.5% | $1,039-86.8% | $2,623-94.8% |
| Participant deferral / active EE | $476 | $1,170-59.3% | $1,952-75.6% | $4,346-89.0% |
| Admin fee / account holder | $55 | $2,364-97.7% | $2,829-98.1% | $1,942-97.2% |