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, LLC5 years Service code 26 · EIN 91-1999591 | Advisory (Participants) | $38,476 |
BENEFIT ADMINISTRATION, INC.3 years Filed as: BENEFIT ADMINISTRATION COMPANY, LLC Service code 13 · EIN 91-1999591 | Contract Administrator | $7,310 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,488 | $46,292+13.4% | $143,757-63.5% | $64,808-19.0% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -17.76% | -10.05%-7.7pp | -0.04%-17.7pp | 32.82%-50.6pp |
| Employer contribution / active EE | $2,058 | $1,910+7.7% | $4,951-58.4% | $2,506-17.9% |
| Participant deferral / active EE | $12,363 | $2,646+367.3% | $5,637+119.3% | $4,310+186.8% |
| Admin fee / account holder | $116 | $154-24.3% | $14,673-99.2% | $188-38.0% |