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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.
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| Provider | Service type | Compensation |
|---|---|---|
BFSG LLC4+ years Filed as: BFSG, LLC Service code 27 2040 MAIN ST STE 720 · IRVINE, CA 92614 | Advisory (Plan) | $34,138 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,025 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $94,692 | $77,813+21.7% | $123,544-23.4% | $64,186+47.5% |
| Participation rate | 78.1% | 74.7%+3.4pp | 82.3%-4.2pp | 69.6%+8.6pp |
| Annual return | -8.57% | 12.48%-21.1pp | 119.20%-127.8pp | 7.63%-16.2pp |
| Employer contribution / active EE | $3,219 | $3,014+6.8% | $4,628-30.4% | $2,381+35.2% |
| Participant deferral / active EE | $9,579 | $5,240+82.8% | $6,426+49.1% | $3,470+176.1% |
| Admin fee / account holder | $259 | $5,519-95.3% | $9,284-97.2% | $4,888-94.7% |