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 10-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 |
|---|---|---|
BCBSA NEBA1+ years Service code 14 · EIN 13-5656874 | Plan Administrator | $21,199 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,897 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$3,467 |
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 | $79,953 | $37,117+115.4% | $147,614-45.8% | $55,191+44.9% |
| Participation rate | 89.0% | 63.6%+25.4pp | 84.6%+4.4pp | 69.2%+19.8pp |
| Annual return | 0.82% | 3.44%-2.6pp | 61.98%-61.2pp | 10.78%-10.0pp |
| Employer contribution / active EE | $609 | $1,620-62.4% | $5,564-89.1% | $1,899-67.9% |
| Participant deferral / active EE | $3,512 | $1,985+76.9% | $4,895-28.3% | $3,046+15.3% |
| Admin fee / account holder | $44 | $86-48.3% | $11,611-99.6% | $91-51.2% |