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, LLC5 years Service code 26 · EIN 91-1999591 | Advisory (Participants) | $25,754 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,295 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,745 | $81,460+34.7% | $103,333+6.2% | $80,856+35.7% |
| Participation rate | 76.8% | 66.8%+9.9pp | 74.5%+2.3pp | 67.6%+9.1pp |
| Annual return | 12.58% | 25.55%-13.0pp | 24.88%-12.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $5,239 | $3,105+68.7% | $3,868+35.4% | $2,755+90.2% |
| Participant deferral / active EE | $8,230 | $3,869+112.7% | $5,057+62.7% | $4,296+91.6% |
| Admin fee / account holder | $738 | $6,566-88.8% | $8,355-91.2% | $6,918-89.3% |