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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $33,570 |
FINANXIAL, CORP.3+ years Service code 21 · EIN 66-0591759 | Bank Trustee | $24,695 |
BPAS1 year Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 25 · EIN 66-0795542 | Directed Trustee | $7,409 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,350 | $62,267-81.8% | $110,238-89.7% | $55,725-79.6% |
| Participation rate | 94.7% | 78.1%+16.6pp | 79.8%+14.9pp | 70.9%+23.9pp |
| Annual return | 7.87% | -1.07%+8.9pp | 314.74%-306.9pp | 244.93%-237.1pp |
| Employer contribution / active EE | $667 | $1,941-65.6% | $3,826-82.6% | $2,078-67.9% |
| Participant deferral / active EE | $2,024 | $3,516-42.4% | $4,672-56.7% | $3,356-39.7% |
| Admin fee / account holder | $151 | $121+24.9% | $8,547-98.2% | $115+31.1% |