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, LLC4 years Service code 26 · EIN 91-1999591 1200 FIFTH AVENUE, SUITE 1100 · SEATTLE, WA 98101 | Advisory (Participants) | $50,452 |
BENEFIT ADMINISTRATION, INC.4 years Filed as: BENEFIT ADMINISTRATION COMPANY Service code 13 · EIN 91-1999591 1200 FIFTH AVENUE, SUITE 1100 · SEATTLE, WA 98101 | Contract Administrator | $11,468 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $104,317-100.0% | $159,436-100.0% | $86,799-100.0% |
| Participation rate | 0.0% | 77.7%-77.7pp | 82.8%-82.8pp | 72.3%-72.3pp |
| Annual return | 18.31% | 26.32%-8.0pp | 263.57%-245.3pp | 97.91%-79.6pp |
| Employer contribution / active EE | $2,151 | $3,451-37.7% | $4,829-55.5% | $2,405-10.6% |
| Participant deferral / active EE | $4,166 | $6,837-39.1% | $7,352-43.3% | $4,131+0.8% |
| Admin fee / account holder | $0 | $172-100.0% | $10,799-100.0% | $170-100.0% |