See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BENEFIT ADMINISTRATION, INC.6 years Filed as: BENEFIT ADMINISTRATION COMPANY, LLC Service code 12 · EIN 91-1999591 | Participant loan processing; Consulti... | $834 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,284 | $65,061-50.4% | $143,757-77.5% | $66,914-51.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -15.52% | -11.14%-4.4pp | -0.04%-15.5pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,545 | $2,361-34.6% | $4,951-68.8% | $2,544-39.3% |
| Participant deferral / active EE | $3,023 | $2,919+3.6% | $5,637-46.4% | $4,237-28.7% |
| Admin fee / account holder | $133 | $502-73.5% | $14,673-99.1% | $593-77.6% |