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 8-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, LLC2 years Service code 26 · EIN 91-1999591 | Advisory (Participants) | $15,662 |
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 | $33,646 | $52,953-36.5% | $172,739-80.5% | $65,185-48.4% |
| Participation rate | 90.0% | 66.2%+23.8pp | 82.6%+7.3pp | 70.2%+19.8pp |
| Annual return | 35.39% | 30.12%+5.3pp | 802.84%-767.5pp | 29.38%+6.0pp |
| Employer contribution / active EE | $1,665 | $2,190-24.0% | $5,143-67.6% | $2,177-23.5% |
| Participant deferral / active EE | $10,940 | $2,471+342.8% | $5,198+110.5% | $3,514+211.4% |
| Admin fee / account holder | $87 | $472-81.6% | $13,954-99.4% | $847-89.8% |