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 |
|---|---|---|
Filed as: BENEFIT ADMINISTRATION COMPANY, LLC Service code 12 · EIN 91-1999591 | Claims processing; Participant loan p... | $8,615 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,881 | $55,453-56.9% | $170,442-86.0% | $62,292-61.7% |
| Participation rate | 86.3% | 66.4%+20.0pp | 83.6%+2.7pp | 69.5%+16.8pp |
| Annual return | 18.48% | 21.38%-2.9pp | 205.93%-187.4pp | 28.90%-10.4pp |
| Employer contribution / active EE | $713 | $2,164-67.0% | $5,433-86.9% | $2,042-65.1% |
| Participant deferral / active EE | $2,766 | $2,303+20.1% | $4,939-44.0% | $3,169-12.7% |
| Admin fee / account holder | $91 | $455-80.0% | $13,880-99.3% | $479-81.0% |