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 | $10,855 |
FINANXIAL, CORP.2+ years Service code 27 · EIN 66-0591759 | Advisory (Plan) | $924 |
BPAS2+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,408 | $49,138-64.6% | $84,015-79.3% | $65,185-73.3% |
| Participation rate | 81.7% | 60.7%+21.0pp | 69.0%+12.7pp | 70.2%+11.5pp |
| Annual return | 18.66% | 23.00%-4.3pp | 71.31%-52.6pp | 29.38%-10.7pp |
| Employer contribution / active EE | $336 | $914-63.2% | $1,983-83.0% | $2,177-84.6% |
| Participant deferral / active EE | $1,821 | $2,397-24.0% | $3,239-43.8% | $3,514-48.2% |
| Admin fee / account holder | $75 | $543-86.3% | $6,101-98.8% | $847-91.2% |