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 | $13,480 |
FINANXIAL, CORP.4+ years Service code 27 · EIN 66-0591759 | Advisory (Plan) | $1,075 |
BPAS4+ 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 | $20,042 | $59,263-66.2% | $96,562-79.2% | $79,386-74.8% |
| Participation rate | 75.8% | 61.9%+13.9pp | 69.8%+6.0pp | 70.7%+5.1pp |
| Annual return | 12.99% | 27.07%-14.1pp | 37.78%-24.8pp | 116.85%-103.9pp |
| Employer contribution / active EE | $456 | $1,216-62.5% | $2,356-80.6% | $2,427-81.2% |
| Participant deferral / active EE | $2,550 | $2,948-13.5% | $3,849-33.7% | $4,046-37.0% |
| Admin fee / account holder | $75 | $658-88.7% | $6,181-98.8% | $626-88.1% |