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 |
|---|---|---|
BCBSA NEBA1 year Service code 14 · EIN 13-5656874 | Plan Administrator | $35,028 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,668 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$11,324 |
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 | $102,607 | $81,537+25.8% | $149,718-31.5% | $69,631+47.4% |
| Participation rate | 99.3% | 86.1%+13.2pp | 87.1%+12.2pp | 70.7%+28.6pp |
| Annual return | 19.61% | 22.79%-3.2pp | 1501.63%-1482.0pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $2,335 | $3,239-27.9% | $5,445-57.1% | $2,032+14.9% |
| Participant deferral / active EE | $5,830 | $4,994+16.7% | $6,569-11.2% | $3,224+80.9% |
| Admin fee / account holder | $59 | $107-45.1% | $11,283-99.5% | $110-46.9% |