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 NEBA5 years Service code 14 · EIN 13-5656874 | Plan Administrator | $55,731 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,659 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$48,486 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,725 | $111,491+45.1% | $189,513-14.7% | $86,799+86.3% |
| Participation rate | 97.1% | 87.3%+9.8pp | 87.8%+9.3pp | 72.3%+24.8pp |
| Annual return | 15.10% | 83.50%-68.4pp | 555.15%-540.0pp | 97.91%-82.8pp |
| Employer contribution / active EE | $2,628 | $3,951-33.5% | $6,162-57.4% | $2,405+9.2% |
| Participant deferral / active EE | $7,259 | $6,437+12.8% | $8,221-11.7% | $4,131+75.7% |
| Admin fee / account holder | $42 | $189-77.8% | $12,045-99.7% | $170-75.3% |