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 12 · EIN 91-1999591 | Consulting (pension); Participant loa... | $8,935 |
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 | $39,036 | $58,879-33.7% | $178,490-78.1% | $73,488-46.9% |
| Participation rate | 85.8% | 66.2%+19.6pp | 81.9%+3.9pp | 70.7%+15.2pp |
| Annual return | 19.95% | 24.86%-4.9pp | 151.07%-131.1pp | 28.51%-8.6pp |
| Employer contribution / active EE | $1,595 | $2,236-28.7% | $5,011-68.2% | $2,270-29.8% |
| Participant deferral / active EE | $3,184 | $2,567+24.0% | $5,202-38.8% | $3,740-14.9% |
| Admin fee / account holder | $135 | $400-66.4% | $13,984-99.0% | $513-73.8% |