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 GROUP8+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $6,586 |
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 | $64,684 | $42,353+52.7% | $79,550-18.7% | $64,808-0.2% |
| Participation rate | 42.7% | 64.8%-22.1pp | 69.5%-26.8pp | 71.5%-28.8pp |
| Annual return | -13.13% | -12.24%-0.9pp | 0.16%-13.3pp | 32.82%-46.0pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,284 | $3,170+3.6% | $3,985-17.6% | $4,310-23.8% |
| Admin fee / account holder | $42 | $160-73.5% | $6,832-99.4% | $188-77.5% |