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 7-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 | $8,138 |
FINANXIAL, CORP.1+ years Service code 27 · EIN 66-0591759 | Advisory (Plan) | $581 |
BPAS1+ years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $0 |
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 | $13,663 | $42,548-67.9% | $74,550-81.7% | $56,287-75.7% |
| Participation rate | 88.7% | 60.5%+28.3pp | 69.1%+19.6pp | 69.9%+18.9pp |
| Annual return | 0.00% | 12.40%-12.4pp | 32.53%-32.5pp | -9.96%+10.0pp |
| Employer contribution / active EE | $228 | $855-73.3% | $1,961-88.4% | $2,111-89.2% |
| Participant deferral / active EE | $1,348 | $2,277-40.8% | $3,108-56.6% | $3,350-59.8% |
| Admin fee / account holder | $57 | $467-87.7% | $5,060-98.9% | $521-89.0% |