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.6 years Filed as: BENEFIT ADMINISTRATION COMPANY Service code 26 · EIN 91-1999591 1200 FIFTH AVENUE, SUITE 1100 · SEATTLE, WA 98101 | Advisory (Participants) | $55,219 |
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 | $11,426 | $53,165-78.5% | $86,188-86.7% | $74,419-84.6% |
| Participation rate | 100.0% | 64.9%+35.1pp | 69.0%+31.0pp | 70.7%+29.3pp |
| Annual return | 20.93% | 22.64%-1.7pp | 1168.45%-1147.5pp | 34.38%-13.5pp |
| Employer contribution / active EE | $1,622 | $1,210+34.0% | $2,380-31.9% | $2,637-38.5% |
| Participant deferral / active EE | $2,660 | $3,234-17.8% | $3,985-33.3% | $4,528-41.3% |
| Admin fee / account holder | $66 | $551-88.0% | $6,852-99.0% | $348-80.9% |