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 |
|---|---|---|
BAC CAPITAL ADVISORS, LLC3+ years Service code 26 · EIN 91-1999591 | Advisory (Participants) | $48,429 |
BENEFIT ADMINISTRATION, INC.3+ years Filed as: BENEFIT ADMINISTRATION COMPANY, LLC Service code 13 · EIN 91-1999591 | Contract Administrator | $27,960 |
NATIONAL FINANCIAL SERVICES3+ years Filed as: NATIONAL FINANCIAL SERVICES, INC Service code 19 · EIN 04-3523567 | Securities Custodian | $7,837 |
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 | $25,206 | $46,173-45.4% | $170,442-85.2% | $69,631-63.8% |
| Participation rate | 75.2% | 63.9%+11.3pp | 83.6%-8.4pp | 70.7%+4.5pp |
| Annual return | 15.08% | 21.62%-6.5pp | 205.93%-190.9pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $462 | $1,610-71.3% | $5,433-91.5% | $2,032-77.2% |
| Participant deferral / active EE | $2,012 | $2,080-3.3% | $4,939-59.3% | $3,224-37.6% |
| Admin fee / account holder | $127 | $116+9.9% | $13,880-99.1% | $110+15.4% |