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, LLC6 years Service code 26 · EIN 91-1999591 | Advisory (Participants) | $46,302 |
BENEFIT ADMINISTRATION, INC.4 years Filed as: BENEFIT ADMINISTRATION COMPANY, LLC Service code 13 · EIN 91-1999591 | Contract Administrator | $7,860 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,476 | $47,126+41.1% | $149,673-55.6% | $74,419-10.7% |
| Participation rate | 92.8% | 63.4%+29.4pp | 78.8%+14.0pp | 70.7%+22.1pp |
| Annual return | 24.74% | 22.75%+2.0pp | 134.42%-109.7pp | 34.38%-9.6pp |
| Employer contribution / active EE | $1,638 | $1,905-14.0% | $4,818-66.0% | $2,637-37.9% |
| Participant deferral / active EE | $11,307 | $2,728+314.5% | $5,680+99.1% | $4,528+149.7% |
| Admin fee / account holder | $121 | $343-64.8% | $13,210-99.1% | $348-65.3% |