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 6-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 |
|---|---|---|
FINANXIAL, CORP.1 year Filed as: FINAXIAL CORP Service code 15 · EIN 66-0591759 | Recordkeeping | $12,287 |
Service code 21 · EIN 16-1503696 | Bank Trustee | $4,623 |
BPAS1 year Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $2,158 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,869 | $104,475-85.8% | $159,436-90.7% | $79,386-81.3% |
| Participation rate | 86.9% | 76.6%+10.3pp | 82.8%+4.1pp | 70.7%+16.2pp |
| Annual return | 68.87% | 67.95%+0.9pp | 263.57%-194.7pp | 116.85%-48.0pp |
| Employer contribution / active EE | $2,529 | $3,417-26.0% | $4,829-47.6% | $2,427+4.2% |
| Participant deferral / active EE | $3,192 | $6,467-50.6% | $7,352-56.6% | $4,046-21.1% |
| Admin fee / account holder | $136 | $711-80.9% | $10,799-98.7% | $626-78.4% |