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, LLC7 years Service code 26 · EIN 91-1999591 1200 FIFTH AVENUE, SUITE 1100 · SEATTLE, WA 98101 | Advisory (Participants) | $92,634 |
BENEFIT ADMINISTRATION, INC.7 years Filed as: BENEFIT ADMINISTRATION COMPANY Service code 13 · EIN 91-1999591 1200 FIFTH AVENUE, SUITE 1100 · SEATTLE, WA 98101 | Contract Administrator | $54,729 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,181 | $106,028-41.4% | $146,958-57.7% | $77,643-19.9% |
| Participation rate | 62.7% | 78.4%-15.7pp | 82.2%-19.5pp | 70.6%-7.9pp |
| Annual return | 13.32% | 56.73%-43.4pp | 418.34%-405.0pp | 31.24%-17.9pp |
| Employer contribution / active EE | $2,329 | $4,063-42.7% | $4,933-52.8% | $2,726-14.6% |
| Participant deferral / active EE | $4,832 | $7,990-39.5% | $8,070-40.1% | $4,647+4.0% |
| Admin fee / account holder | $301 | $337-10.7% | $12,998-97.7% | $430-30.0% |