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: FINANXIAL CORP Service code 16 · EIN 66-0591759 | Consulting | $44,492 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $23,828 |
BPAS4 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $7,651 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,188 | $101,317-76.1% | $146,958-83.5% | $74,495-67.5% |
| Participation rate | 98.8% | 75.5%+23.2pp | 82.2%+16.6pp | 67.2%+31.6pp |
| Annual return | 11.42% | 8730.91%-8719.5pp | 418.34%-406.9pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $2,931 | $3,810-23.1% | $4,933-40.6% | $2,623+11.7% |
| Participant deferral / active EE | $4,333 | $7,303-40.7% | $8,070-46.3% | $4,346-0.3% |
| Admin fee / account holder | $290 | $1,739-83.3% | $12,998-97.8% | $1,942-85.1% |