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, LLC6+ years Service code 26 · EIN 91-1999591 | Advisory (Participants) | $62,797 |
BENEFIT ADMINISTRATION, INC.6+ years Filed as: BENEFIT ADMINISTRATION COMPANY, LLC Service code 13 · EIN 91-1999591 | Contract Administrator | $24,536 |
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 | $27,494 | $52,293-47.4% | $178,490-84.6% | $73,409-62.5% |
| Participation rate | 84.1% | 65.3%+18.8pp | 81.9%+2.2pp | 72.2%+12.0pp |
| Annual return | 16.55% | 34.75%-18.2pp | 151.07%-134.5pp | 59.29%-42.7pp |
| Employer contribution / active EE | $506 | $1,735-70.9% | $5,011-89.9% | $2,234-77.4% |
| Participant deferral / active EE | $1,916 | $2,332-17.8% | $5,202-63.2% | $3,805-49.6% |
| Admin fee / account holder | $94 | $127-26.6% | $13,984-99.3% | $158-40.8% |