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, LLC6 years Service code 26 · EIN 91-1999591 1200 FIFTH AVENUE, SUITE 1100 · SEATTLE, WA 98101 | Advisory (Participants) | $121,331 |
BENEFIT ADMINISTRATION, INC.6 years Filed as: BENEFIT ADMINISTRATION COMPANY Service code 13 · EIN 91-1999591 1200 FIFTH AVENUE, SUITE 1100 · SEATTLE, WA 98101 | Contract Administrator | $0 |
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 | $48,588 | $95,274-49.0% | $135,903-64.2% | $74,419-34.7% |
| Participation rate | 67.8% | 78.2%-10.3pp | 81.9%-14.1pp | 70.7%-2.9pp |
| Annual return | 20.72% | 32.77%-12.0pp | 68.23%-47.5pp | 34.38%-13.7pp |
| Employer contribution / active EE | $2,437 | $3,874-37.1% | $4,856-49.8% | $2,637-7.6% |
| Participant deferral / active EE | $5,008 | $7,782-35.7% | $7,758-35.5% | $4,528+10.6% |
| Admin fee / account holder | $230 | $266-13.7% | $10,762-97.9% | $348-34.0% |