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 8-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, LLC2 years Service code 26 · EIN 91-1999591 | Advisory (Participants) | $24,146 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $628 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,683 | $77,660-38.6% | $109,143-56.3% | $79,386-39.9% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 31.51% | 23.44%+8.1pp | 25.75%+5.8pp | 116.85%-85.3pp |
| Employer contribution / active EE | $2,517 | $2,797-10.0% | $3,722-32.4% | $2,427+3.7% |
| Participant deferral / active EE | $4,109 | $3,518+16.8% | $4,653-11.7% | $4,046+1.6% |
| Admin fee / account holder | $327 | $732-55.3% | $6,752-95.2% | $626-47.7% |