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 | $19,119 |
FINANXIAL, CORP.5+ years Service code 27 · EIN 66-0591759 | Advisory (Plan) | $1,226 |
BPAS5+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,670 | $49,451-64.3% | $79,550-77.8% | $66,914-73.6% |
| Participation rate | 71.5% | 61.3%+10.2pp | 69.5%+2.0pp | 69.8%+1.7pp |
| Annual return | -14.28% | 84.25%-98.5pp | 0.16%-14.4pp | 1.58%-15.9pp |
| Employer contribution / active EE | $498 | $1,266-60.7% | $2,413-79.4% | $2,544-80.4% |
| Participant deferral / active EE | $2,825 | $3,159-10.6% | $3,985-29.1% | $4,237-33.3% |
| Admin fee / account holder | $97 | $595-83.7% | $6,832-98.6% | $593-83.7% |