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.4 years Filed as: BENEFIT ADMINISTRATION COMPANY Service code 13 · EIN 91-1999591 1200 FIFTH AVENUE, SUITE 1100 · SEATTLE, WA 98101 | Contract Administrator | $19,704 |
BAC CAPITAL ADVISORS, LLC4 years Service code 26 · EIN 91-1999591 1200 FIFTH AVENUE, SUITE 1100 · SEATTLE, WA 98101 | Advisory (Participants) | $10,971 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,796 | $59,263-71.7% | $96,562-82.6% | $79,386-78.8% |
| Participation rate | 100.0% | 61.9%+38.1pp | 69.8%+30.2pp | 70.7%+29.3pp |
| Annual return | 15.32% | 27.07%-11.7pp | 37.78%-22.5pp | 116.85%-101.5pp |
| Employer contribution / active EE | $1,245 | $1,216+2.4% | $2,356-47.2% | $2,427-48.7% |
| Participant deferral / active EE | $3,991 | $2,948+35.4% | $3,849+3.7% | $4,046-1.4% |
| Admin fee / account holder | $85 | $658-87.1% | $6,181-98.6% | $626-86.4% |