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.5+ years Filed as: BENEFIT ADMINISTRATION COMPANY, LLC Service code 13 · EIN 91-1999591 | Contract Administrator | $0 |
CHRISTOPHER BROUSAIDES5+ years Filed as: CHRISTOPHER L REETZ Service code 53 701 5TH AVE, SUITE 4300 · SEATTLE, WA 98104 | Insurance Commissions | $0 |
JAMES A. REICHERT5+ 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.
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 | $40,479 | $25,302+60.0% | $74,701-45.8% | $67,579-40.1% |
| Participation rate | 26.6% | 37.8%-11.3pp | 54.5%-27.9pp | 71.3%-44.7pp |
| Annual return | 20.99% | 10291.17%-10270.2pp | 752.92%-731.9pp | 378.56%-357.6pp |
| Employer contribution / active EE | $538 | $446+20.5% | $1,084-50.4% | $2,148-75.0% |
| Participant deferral / active EE | $994 | $954+4.2% | $1,964-49.4% | $3,539-71.9% |
| Admin fee / account holder | $110 | $108+2.4% | $3,333-96.7% | $142-22.5% |