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 |
|---|---|---|
FINANXIAL, CORP.1+ years Service code 26 · EIN 66-0591759 | Advisory (Participants) | $801 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $457 |
BPAS1+ years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $106 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,314 | $55,214-95.8% | $104,607-97.8% | $73,488-96.9% |
| Participation rate | 69.4% | 67.8%+1.5pp | 74.1%-4.7pp | 70.7%-1.3pp |
| Annual return | 0.00% | 24.79%-24.8pp | 340.46%-340.5pp | 28.51%-28.5pp |
| Employer contribution / active EE | $938 | $1,468-36.1% | $2,681-65.0% | $2,270-58.7% |
| Participant deferral / active EE | $742 | $2,925-74.6% | $3,740-80.1% | $3,740-80.1% |
| Admin fee / account holder | $11 | $424-97.3% | $6,473-99.8% | $513-97.8% |