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 |
|---|---|---|
BENEFIT ADMINISTRATION, INC.2 years Filed as: BENEFIT ADMINISTRATION COMPANY Service code 13 · EIN 91-1999591 1200 FIFTH AVENUE, SUITE 1100 · SEATTLE, WA 98101 | Contract Administrator | $14,667 |
BAC CAPITAL ADVISORS, LLC2 years Service code 26 · EIN 91-1999591 1200 FIFTH AVENUE, SUITE 1100 · SEATTLE, WA 98101 | Advisory (Participants) | $9,667 |
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 | $25,697 | $49,138-47.7% | $84,015-69.4% | $65,185-60.6% |
| Participation rate | 81.3% | 60.7%+20.5pp | 69.0%+12.3pp | 70.2%+11.1pp |
| Annual return | 20.23% | 23.00%-2.8pp | 71.31%-51.1pp | 29.38%-9.2pp |
| Employer contribution / active EE | $1,047 | $914+14.6% | $1,983-47.2% | $2,177-51.9% |
| Participant deferral / active EE | $3,011 | $2,397+25.6% | $3,239-7.0% | $3,514-14.3% |
| Admin fee / account holder | $201 | $543-62.9% | $6,101-96.7% | $847-76.2% |