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 GROUP6+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $6,848 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,530 | $64,286+8.2% | $90,951-23.6% | $73,409-5.3% |
| Participation rate | 41.7% | 63.6%-21.9pp | 69.0%-27.3pp | 72.2%-30.5pp |
| Annual return | 10.83% | 21.45%-10.6pp | 134.60%-123.8pp | 59.29%-48.5pp |
| Employer contribution / active EE | $2,217 | $895+147.9% | $2,122+4.5% | $2,234-0.7% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,373-100.0% | $3,805-100.0% |
| Admin fee / account holder | $48 | $287-83.2% | $5,959-99.2% | $158-69.5% |