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, LLC2 years Service code 26 · EIN 91-1999591 1200 FIFTH AVENUE, SUITE 1100 · SEATTLE, WA 98101 | Advisory (Participants) | $27,518 |
BENEFIT ADMINISTRATION, INC.2 years Filed as: BENEFIT ADMINISTRATION COMPANY Service code 13 · EIN 91-1999591 1200 FIFTH AVENUE, SUITE 1100 · SEATTLE, WA 98101 | Contract Administrator | $14,605 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,782 | $89,652-31.1% | $141,162-56.2% | $65,185-5.2% |
| Participation rate | 56.7% | 74.7%-18.0pp | 82.5%-25.8pp | 70.2%-13.5pp |
| Annual return | 20.73% | 32.79%-12.1pp | 71.39%-50.7pp | 29.38%-8.7pp |
| Employer contribution / active EE | $1,622 | $3,065-47.1% | $4,735-65.7% | $2,177-25.5% |
| Participant deferral / active EE | $2,924 | $5,691-48.6% | $6,709-56.4% | $3,514-16.8% |
| Admin fee / account holder | $439 | $569-22.8% | $10,261-95.7% | $847-48.2% |