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.2 years Filed as: FINAXIAL CORP Service code 15 · EIN 66-0591759 | Recordkeeping | $18,446 |
Service code 21 · EIN 16-1503696 | Bank Trustee | $9,699 |
BPAS2 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $3,134 |
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 | $14,428 | $84,487-82.9% | $125,339-88.5% | $66,914-78.4% |
| Participation rate | 87.3% | 76.4%+10.9pp | 82.4%+4.9pp | 69.8%+17.5pp |
| Annual return | -13.03% | -8.39%-4.6pp | 572.05%-585.1pp | 1.58%-14.6pp |
| Employer contribution / active EE | $2,650 | $3,553-25.4% | $4,814-44.9% | $2,544+4.2% |
| Participant deferral / active EE | $3,353 | $6,781-50.6% | $7,446-55.0% | $4,237-20.9% |
| Admin fee / account holder | $148 | $685-78.4% | $10,010-98.5% | $593-75.0% |