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, LLC4+ years Service code 26 · EIN 91-1999591 | Advisory (Participants) | $54,834 |
BENEFIT ADMINISTRATION, INC.4+ years Filed as: BENEFIT ADMINISTRATION COMPANY, LLC Service code 13 · EIN 91-1999591 | Contract Administrator | $30,223 |
NATIONAL FINANCIAL SERVICES4+ years Filed as: NATIONAL FINANCIAL SERVICES, INC Service code 19 · EIN 04-3523567 | Securities Custodian | $8,232 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,721 | $37,196-44.3% | $154,107-86.6% | $55,725-62.8% |
| Participation rate | 82.3% | 64.1%+18.2pp | 83.0%-0.7pp | 70.9%+11.5pp |
| Annual return | -5.97% | 1319.68%-1325.6pp | 735.12%-741.1pp | 244.93%-250.9pp |
| Employer contribution / active EE | $371 | $1,614-77.0% | $5,298-93.0% | $2,078-82.1% |
| Participant deferral / active EE | $1,440 | $2,068-30.4% | $5,081-71.7% | $3,356-57.1% |
| Admin fee / account holder | $98 | $102-3.4% | $13,411-99.3% | $115-14.8% |