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 10-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 |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $297,399 |
BMS FINANCIAL ADVISORS11+ years Service code 16 · EIN 43-2073779 | Consulting | $10,962 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $56,908 | $57,610-1.2% | $154,803-63.2% | $102,872-44.7% |
| Participation rate | 44.7% | 59.5%-14.8pp | 78.1%-33.4pp | 73.0%-28.4pp |
| Annual return | 14.54% | 30.49%-15.9pp | 58.88%-44.3pp | 19.06%-4.5pp |
| Employer contribution / active EE | $1,000 | $1,883-46.9% | $4,305-76.8% | $3,526-71.6% |
| Participant deferral / active EE | $1,694 | $2,914-41.9% | $5,540-69.4% | $5,535-69.4% |
| Admin fee / account holder | $295 | $368-19.7% | $14,329-97.9% | $292+1.1% |