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, LLC5+ years Service code 26 · EIN 91-1999591 | Advisory (Participants) | $59,889 |
BENEFIT ADMINISTRATION, INC.5+ years Filed as: BENEFIT ADMINISTRATION COMPANY, LLC Service code 13 · EIN 91-1999591 | Contract Administrator | $26,448 |
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 | $24,254 | $62,928-61.5% | $172,739-86.0% | $67,579-64.1% |
| Participation rate | 85.2% | 64.5%+20.7pp | 82.6%+2.5pp | 71.3%+13.9pp |
| Annual return | 23.40% | 30.36%-7.0pp | 802.84%-779.4pp | 378.56%-355.2pp |
| Employer contribution / active EE | $446 | $1,636-72.7% | $5,143-91.3% | $2,148-79.2% |
| Participant deferral / active EE | $1,589 | $2,145-25.9% | $5,198-69.4% | $3,539-55.1% |
| Admin fee / account holder | $96 | $167-42.2% | $13,954-99.3% | $142-32.3% |