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 5-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 | $14,529 |
FINANXIAL, CORP.5+ years Service code 26 · EIN 66-0591759 | Advisory (Participants) | $697 |
BPAS4 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $0 |
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 | $21,381 | $40,174-46.8% | $84,015-74.6% | $67,579-68.4% |
| Participation rate | 87.4% | 62.7%+24.7pp | 69.0%+18.3pp | 71.3%+16.1pp |
| Annual return | 18.95% | 25.82%-6.9pp | 71.31%-52.4pp | 378.56%-359.6pp |
| Employer contribution / active EE | $601 | $808-25.6% | $1,983-69.7% | $2,148-72.0% |
| Participant deferral / active EE | $2,666 | $2,301+15.9% | $3,239-17.7% | $3,539-24.7% |
| Admin fee / account holder | $45 | $128-64.6% | $6,101-99.3% | $142-68.1% |