See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BAC CAPITAL ADVISORS, LLC9+ years Service code 26 · EIN 91-1999591 | Advisory (Participants) | $51,003 |
BENEFIT ADMINISTRATION, INC.9+ years Filed as: BENEFIT ADMINISTRATION COMPANY, LLC Service code 13 · EIN 91-1999591 | Contract Administrator | $10,963 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,492 | $50,127-57.1% | $149,673-85.6% | $80,160-73.2% |
| Participation rate | 84.9% | 64.3%+20.6pp | 78.8%+6.2pp | 72.9%+12.0pp |
| Annual return | 16.82% | 29.82%-13.0pp | 134.42%-117.6pp | 40.38%-23.6pp |
| Employer contribution / active EE | $466 | $1,865-75.0% | $4,818-90.3% | $2,978-84.4% |
| Participant deferral / active EE | $1,767 | $3,194-44.7% | $5,680-68.9% | $5,017-64.8% |
| Admin fee / account holder | $51 | $153-66.6% | $13,210-99.6% | $145-64.8% |