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 |
|---|---|---|
BBM FINANCIAL SERVICES, INC2 years Service code 13 1440 N 16TH AVE · YAKIMA, WA 98902 | Contract Administrator | $27,855 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,639 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,879 | $62,581-13.9% | $124,672-56.8% | $86,799-37.9% |
| Participation rate | 19.6% | 56.9%-37.2pp | 74.6%-55.0pp | 72.3%-52.7pp |
| Annual return | 12.28% | 26.67%-14.4pp | 5142.93%-5130.7pp | 97.91%-85.6pp |
| Employer contribution / active EE | $464 | $1,604-71.1% | $3,324-86.0% | $2,405-80.7% |
| Participant deferral / active EE | $852 | $2,725-68.8% | $4,614-81.5% | $4,131-79.4% |
| Admin fee / account holder | $287 | $170+69.3% | $7,493-96.2% | $170+69.4% |