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.3+ years Service code 26 · EIN 66-0591759 | Advisory (Participants) | $6,040 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $3,685 |
BPAS3+ years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 19 · EIN 66-0795542 | Securities Custodian | $767 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,942 | $44,642-88.9% | $91,220-94.6% | $66,914-92.6% |
| Participation rate | 72.0% | 64.9%+7.1pp | 73.2%-1.2pp | 69.8%+2.2pp |
| Annual return | -13.93% | -12.29%-1.6pp | 114.01%-127.9pp | 1.58%-15.5pp |
| Employer contribution / active EE | $1,311 | $1,706-23.2% | $2,850-54.0% | $2,544-48.5% |
| Participant deferral / active EE | $622 | $3,349-81.4% | $4,234-85.3% | $4,237-85.3% |
| Admin fee / account holder | $61 | $521-88.3% | $5,420-98.9% | $593-89.7% |