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 |
|---|---|---|
BAC CAPITAL ADVISORS, LLC1+ years Filed as: BAC CAPITAL ADVISORS Service code 26 · EIN 91-1999591 | Advisory (Participants) | $5,111 |
BENEFIT ADMINISTRATION, INC.1+ years Filed as: BENEFIT ADMINISTRATION COMPANY LLC Service code 13 · EIN 91-1999591 | Contract Administrator | $1,970 |
NATIONAL FINANCIAL SERVICES1+ years Service code 19 · EIN 04-3523567 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,207 | $44,425+136.8% | $67,834+55.1% | $55,167+90.7% |
| Participation rate | 72.4% | 59.7%+12.7pp | 68.8%+3.6pp | 69.0%+3.4pp |
| Annual return | 8.00% | 17.80%-9.8pp | 138.47%-130.5pp | 169.23%-161.2pp |
| Employer contribution / active EE | $1,980 | $1,351+46.5% | $2,403-17.6% | $1,963+0.9% |
| Participant deferral / active EE | $5,280 | $2,166+143.8% | $3,160+67.1% | $3,054+72.9% |
| Admin fee / account holder | $80 | $530-84.8% | $4,622-98.3% | $504-84.0% |