See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BCBSA NEBA7+ years Service code 14 · EIN 13-5656874 | Plan Administrator | $32,006 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$38,913 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,700 | $89,904+106.6% | $453,369-59.0% | $86,799+113.9% |
| Participation rate | 97.7% | 75.7%+22.0pp | 78.0%+19.7pp | 72.3%+25.4pp |
| Annual return | 16.75% | 19.72%-3.0pp | 64.40%-47.6pp | 97.91%-81.2pp |
| Employer contribution / active EE | $5,308 | $3,279+61.9% | $4,070+30.4% | $2,405+120.7% |
| Participant deferral / active EE | $7,921 | $5,114+54.9% | $6,209+27.6% | $4,131+91.7% |
| Admin fee / account holder | -$11 | $156-107.3% | $11,209-100.1% | $170-106.7% |