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 |
|---|---|---|
BENEFIT ADMINISTRATION, INC.4 years Filed as: BENEFIT ADMINISTRATION COMPANY Service code 13 · EIN 91-1999591 | Contract Administrator | $7,230 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,411 | $65,435-67.3% | $86,677-75.3% | $66,914-68.0% |
| Participation rate | 79.1% | 75.5%+3.7pp | 76.6%+2.5pp | 69.8%+9.3pp |
| Annual return | -15.32% | -10.89%-4.4pp | 35.91%-51.2pp | 1.58%-16.9pp |
| Employer contribution / active EE | $950 | $2,153-55.9% | $2,836-66.5% | $2,544-62.7% |
| Participant deferral / active EE | $2,675 | $4,100-34.8% | $4,656-42.5% | $4,237-36.9% |
| Admin fee / account holder | $39 | $642-93.9% | $7,493-99.5% | $593-93.4% |