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 GROUP1+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $7,029 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,360 | $33,745+46.3% | $64,105-23.0% | $55,191-10.6% |
| Participation rate | 42.0% | 59.4%-17.3pp | 68.2%-26.1pp | 69.2%-27.1pp |
| Annual return | -1.42% | 4.95%-6.4pp | 791.24%-792.7pp | 10.78%-12.2pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,662 | $1,929-13.9% | $2,822-41.1% | $3,046-45.4% |
| Admin fee / account holder | $52 | $94-45.2% | $4,499-98.9% | $91-43.1% |