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 GROUP5+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $6,141 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,356 | $40,174+52.7% | $84,015-27.0% | $67,579-9.2% |
| Participation rate | 42.1% | 62.7%-20.6pp | 69.0%-26.9pp | 71.3%-29.2pp |
| Annual return | 19.32% | 25.82%-6.5pp | 71.31%-52.0pp | 378.56%-359.2pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,983-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,817 | $2,301-21.0% | $3,239-43.9% | $3,539-48.7% |
| Admin fee / account holder | $43 | $128-66.2% | $6,101-99.3% | $142-69.5% |