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, LLC7 years Service code 26 · EIN 91-1999591 | Advisory (Participants) | $43,064 |
BENEFIT ADMINISTRATION, INC.5 years Filed as: BENEFIT ADMINISTRATION COMPANY, LLC Service code 13 · EIN 91-1999591 | Contract Administrator | $21,926 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,872 | $50,815+59.2% | $155,509-48.0% | $77,643+4.2% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 17.04% | 34.80%-17.8pp | 64.67%-47.6pp | 31.24%-14.2pp |
| Employer contribution / active EE | $2,088 | $1,993+4.8% | $4,672-55.3% | $2,726-23.4% |
| Participant deferral / active EE | $14,071 | $2,822+398.6% | $5,626+150.1% | $4,647+202.8% |
| Admin fee / account holder | $129 | $437-70.6% | $15,912-99.2% | $430-70.1% |