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: FINANXIAL CORP Service code 16 · EIN 66-0591759 | Consulting | $29,279 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $15,434 |
BPAS3 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $4,897 |
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 | $19,286 | $91,407-78.9% | $135,903-85.8% | $71,457-73.0% |
| Participation rate | 94.2% | 75.7%+18.5pp | 81.9%+12.3pp | 67.9%+26.3pp |
| Annual return | 20.32% | 29.90%-9.6pp | 68.23%-47.9pp | 28.85%-8.5pp |
| Employer contribution / active EE | $2,735 | $3,703-26.2% | $4,856-43.7% | $2,588+5.7% |
| Participant deferral / active EE | $3,583 | $7,092-49.5% | $7,758-53.8% | $4,289-16.5% |
| Admin fee / account holder | $198 | $1,266-84.4% | $10,762-98.2% | $1,587-87.5% |