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 |
|---|---|---|
BAC CAPITAL ADVISORS, LLC10+ years Service code 26 · EIN 91-1999591 | Advisory (Participants) | $50,884 |
Filed as: BENEFIT ADMINISTRATION COMPANY, LLC Service code 13 · EIN 91-1999591 | Contract Administrator | $20,159 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,178 | $79,184-5.1% | $102,438-26.6% | $74,546+0.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 8.57% | 54.95%-46.4pp | 29.37%-20.8pp | 1366.03%-1357.5pp |
| Employer contribution / active EE | $1,349 | $2,362-42.9% | $3,024-55.4% | $2,624-48.6% |
| Participant deferral / active EE | $3,631 | $4,414-17.7% | $5,054-28.1% | $4,347-16.5% |
| Admin fee / account holder | $428 | $2,001-78.6% | $9,448-95.5% | $1,944-78.0% |