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, LLC4 years Service code 26 · EIN 91-1999591 | Advisory (Participants) | $10,747 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $995 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,124 | $73,933-28.1% | $96,683-45.1% | $75,163-29.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 15.49% | 26.70%-11.2pp | 35.69%-20.2pp | 160.62%-145.1pp |
| Employer contribution / active EE | $5,065 | $2,928+73.0% | $3,737+35.5% | $2,670+89.7% |
| Participant deferral / active EE | $7,694 | $3,659+110.3% | $4,878+57.7% | $4,125+86.5% |
| Admin fee / account holder | $346 | $5,216-93.4% | $6,730-94.9% | $5,651-93.9% |