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 9-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 |
|---|---|---|
Service code 26 · EIN 91-1999591 1200 FIFTH AVENUE, SUITE 1100 · SEATTLE, WA 98101 | Advisory (Participants) | $9,152 |
Filed as: BENEFIT ADMINISTRATION COMPANY Service code 13 · EIN 91-1999591 1200 FIFTH AVENUE, SUITE 1100 · SEATTLE, WA 98101 | Contract Administrator | $7,755 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,320 | $42,548-54.6% | $74,550-74.1% | $56,287-65.7% |
| Participation rate | 74.5% | 60.5%+14.0pp | 69.1%+5.3pp | 69.9%+4.6pp |
| Annual return | -6.58% | 12.40%-19.0pp | 32.53%-39.1pp | -9.96%+3.4pp |
| Employer contribution / active EE | $928 | $855+8.5% | $1,961-52.7% | $2,111-56.1% |
| Participant deferral / active EE | $2,468 | $2,277+8.4% | $3,108-20.6% | $3,350-26.3% |
| Admin fee / account holder | $138 | $467-70.4% | $5,060-97.3% | $521-73.4% |