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 GROUP4+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $6,220 |
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 | $53,241 | $35,485+50.0% | $74,550-28.6% | $55,725-4.5% |
| Participation rate | 40.1% | 62.5%-22.4pp | 69.1%-29.0pp | 70.9%-30.7pp |
| Annual return | -6.15% | 0.72%-6.9pp | 32.53%-38.7pp | 244.93%-251.1pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,821 | $2,181-16.5% | $3,108-41.4% | $3,356-45.7% |
| Admin fee / account holder | $44 | $114-61.7% | $5,060-99.1% | $115-62.0% |