See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FINANXIAL, CORP.10+ years Service code 16 · EIN 66-0591759 | Consulting | $115,982 |
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $99,278 |
BPAS8 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 19 · EIN 66-0795542 | Securities Custodian | $34,475 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $40,846 | $108,549-62.4% | $156,263-73.9% | $85,563-52.3% |
| Participation rate | 85.5% | 77.1%+8.4pp | 78.9%+6.6pp | 66.0%+19.5pp |
| Annual return | 10.58% | 21.79%-11.2pp | 59.47%-48.9pp | 31.51%-20.9pp |
| Employer contribution / active EE | $773 | $2,690-71.3% | $4,333-82.2% | $2,654-70.9% |
| Participant deferral / active EE | $2,263 | $4,800-52.9% | $6,158-63.3% | $4,375-48.3% |
| Admin fee / account holder | $412 | $650-36.6% | $14,255-97.1% | $834-50.6% |