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, LLC8+ years Service code 26 · EIN 91-1999591 | Advisory (Participants) | $51,320 |
BENEFIT ADMINISTRATION, INC.8+ years Filed as: BENEFIT ADMINISTRATION COMPANY, LLC Service code 13 · EIN 91-1999591 | Contract Administrator | $11,398 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,820 | $46,292-52.9% | $143,757-84.8% | $64,808-66.3% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -16.13% | -10.05%-6.1pp | -0.04%-16.1pp | 32.82%-49.0pp |
| Employer contribution / active EE | $600 | $1,910-68.6% | $4,951-87.9% | $2,506-76.1% |
| Participant deferral / active EE | $2,149 | $2,646-18.8% | $5,637-61.9% | $4,310-50.1% |
| Admin fee / account holder | $56 | $154-63.6% | $14,673-99.6% | $188-70.2% |