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, LLC5 years Service code 26 · EIN 91-1999591 1200 FIFTH AVENUE, SUITE 1100 · SEATTLE, WA 98101 | Advisory (Participants) | $96,138 |
BENEFIT ADMINISTRATION, INC.5 years Filed as: BENEFIT ADMINISTRATION COMPANY Service code 13 · EIN 91-1999591 1200 FIFTH AVENUE, SUITE 1100 · SEATTLE, WA 98101 | Contract Administrator | $12,828 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,161 | $82,202-56.0% | $125,339-71.1% | $64,808-44.2% |
| Participation rate | 64.1% | 77.9%-13.8pp | 82.4%-18.3pp | 71.5%-7.4pp |
| Annual return | -13.00% | 3.48%-16.5pp | 572.05%-585.0pp | 32.82%-45.8pp |
| Employer contribution / active EE | $2,056 | $3,615-43.1% | $4,814-57.3% | $2,506-17.9% |
| Participant deferral / active EE | $4,134 | $7,175-42.4% | $7,446-44.5% | $4,310-4.1% |
| Admin fee / account holder | $198 | $163+21.1% | $10,010-98.0% | $188+5.3% |