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, LLC10+ years Service code 26 · EIN 91-1999591 | Advisory (Participants) | $38,462 |
BENEFIT ADMINISTRATION, INC.10+ years Filed as: BENEFIT ADMINISTRATION COMPANY, LLC Service code 13 · EIN 91-1999591 | Contract Administrator | $22,689 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,466 | $50,815-49.9% | $155,509-83.6% | $77,643-67.2% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 13.18% | 34.80%-21.6pp | 64.67%-51.5pp | 31.24%-18.1pp |
| Employer contribution / active EE | $1,583 | $1,993-20.5% | $4,672-66.1% | $2,726-41.9% |
| Participant deferral / active EE | $5,829 | $2,822+106.5% | $5,626+3.6% | $4,647+25.4% |
| Admin fee / account holder | $54 | $437-87.7% | $15,912-99.7% | $430-87.6% |