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.2 years Filed as: BENEFIT ADMINISTRATION COMPANY, LLC Service code 12 · EIN 91-1999591 | Participant loan processing; Consulti... | $0 |
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 | $23,961 | $47,977-50.1% | $154,107-84.5% | $56,287-57.4% |
| Participation rate | 87.6% | 66.2%+21.4pp | 83.0%+4.6pp | 69.9%+17.8pp |
| Annual return | -1.76% | 3.54%-5.3pp | 735.12%-736.9pp | -9.96%+8.2pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,076 | $2,392+28.6% | $5,081-39.5% | $3,350-8.2% |
| Admin fee / account holder | $189 | $438-56.8% | $13,411-98.6% | $521-63.6% |