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 |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.11+ years Service code 15 · EIN 16-1503696 | Recordkeeping | $26,015 |
FINANXIAL, CORP.11+ years Service code 16 · EIN 66-0591759 | Consulting | $20,726 |
BPAS10+ years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $9,682 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,641 | $100,923-74.6% | $150,045-82.9% | $74,304-65.5% |
| Participation rate | 71.2% | 70.1%+1.1pp | 82.3%-11.1pp | 60.3%+10.9pp |
| Annual return | 14.31% | 51.77%-37.5pp | 62.55%-48.2pp | 29.43%-15.1pp |
| Employer contribution / active EE | $391 | $3,463-88.7% | $4,693-91.7% | $2,241-82.6% |
| Participant deferral / active EE | $1,954 | $6,709-70.9% | $7,997-75.6% | $3,767-48.1% |
| Admin fee / account holder | $334 | $2,767-87.9% | $13,435-97.5% | $2,969-88.8% |