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, LLC3 years Service code 26 · EIN 91-1999591 | Advisory (Participants) | $29,226 |
Filed as: BENEFIT ADMINISTRATION COMPANY, LLC Service code 13 · EIN 91-1999591 | Contract Administrator | $6,147 |
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 | $46,260 | $52,293-11.5% | $178,490-74.1% | $73,409-37.0% |
| Participation rate | 94.6% | 65.3%+29.3pp | 81.9%+12.7pp | 72.2%+22.4pp |
| Annual return | 20.91% | 34.75%-13.8pp | 151.07%-130.2pp | 59.29%-38.4pp |
| Employer contribution / active EE | $1,605 | $1,735-7.5% | $5,011-68.0% | $2,234-28.2% |
| Participant deferral / active EE | $10,525 | $2,332+351.3% | $5,202+102.3% | $3,805+176.6% |
| Admin fee / account holder | $118 | $127-7.4% | $13,984-99.2% | $158-25.3% |