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 15 · EIN 23-2383285 | Recordkeeping | $12,036 |
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 | $83,941 | $54,193+54.9% | $93,606-10.3% | $77,643+8.1% |
| Participation rate | 43.2% | 63.9%-20.8pp | 68.7%-25.6pp | 70.6%-27.4pp |
| Annual return | 11.84% | 30.54%-18.7pp | 133.20%-121.4pp | 31.24%-19.4pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,365 | $3,144+7.0% | $4,411-23.7% | $4,647-27.6% |
| Admin fee / account holder | $78 | $576-86.4% | $8,285-99.1% | $430-81.8% |