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 10-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 |
|---|---|---|
BENEFIT ADMINISTRATION, INC.4+ years Filed as: BENEFIT ADMINISTRATION COMPANY, LLC Service code 13 · EIN 91-1999591 | Contract Administrator | $0 |
CHRISTOPHER BROUSAIDES4+ years Filed as: CHRISTOPHER L REETZ Service code 53 701 5TH AVE, SUITE 4300 · SEATTLE, WA 98104 | Insurance Commissions | $0 |
JAMES A. REICHERT4+ years Filed as: JAMES EDWARD SYPHER Service code 53 701 5TH AVE, SUITE 4300 · SEATTLE, WA 98104 | Insurance Commissions | $0 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,958 | $23,224+46.2% | $71,086-52.2% | $55,725-39.1% |
| Participation rate | 24.1% | 37.9%-13.8pp | 54.7%-30.6pp | 70.9%-46.8pp |
| Annual return | -5.84% | -2.87%-3.0pp | 650.59%-656.4pp | 244.93%-250.8pp |
| Employer contribution / active EE | $546 | $436+25.2% | $1,088-49.8% | $2,078-73.7% |
| Participant deferral / active EE | $970 | $929+4.4% | $1,874-48.3% | $3,356-71.1% |
| Admin fee / account holder | $122 | $118+3.5% | $3,082-96.0% | $115+6.0% |