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.5 years Filed as: BENEFIT ADMINISTRATION COMPANY Service code 26 · EIN 91-1999591 1200 FIFTH AVENUE, SUITE 1100 · SEATTLE, WA 98101 | Advisory (Participants) | $27,544 |
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 | $13,834 | $42,353-67.3% | $79,550-82.6% | $64,808-78.7% |
| Participation rate | 75.6% | 64.8%+10.8pp | 69.5%+6.1pp | 71.5%+4.1pp |
| Annual return | -9.26% | -12.24%+3.0pp | 0.16%-9.4pp | 32.82%-42.1pp |
| Employer contribution / active EE | $913 | $1,181-22.7% | $2,413-62.2% | $2,506-63.6% |
| Participant deferral / active EE | $2,885 | $3,170-9.0% | $3,985-27.6% | $4,310-33.1% |
| Admin fee / account holder | $64 | $160-59.9% | $6,832-99.1% | $188-65.9% |