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 10-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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $16,506 |
KOVACK SECURITIES INC3 years Filed as: KOVACK ADVISORS, INC. Service code 28 6451 NORTH FEDERAL HWY · FORT LAUDERDALE, FL 33308 | Investment Management | $10,546 |
BPAS4 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $2,637 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
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 | $5,068 | $35,986-85.9% | $77,482-93.5% | $73,488-93.1% |
| Participation rate | 83.3% | 40.8%+42.5pp | 54.2%+29.1pp | 70.7%+12.7pp |
| Annual return | 10.51% | 19.26%-8.7pp | 54.79%-44.3pp | 28.51%-18.0pp |
| Employer contribution / active EE | $112 | $557-79.9% | $986-88.7% | $2,270-95.1% |
| Participant deferral / active EE | $684 | $1,198-42.9% | $1,861-63.3% | $3,740-81.7% |
| Admin fee / account holder | $79 | $466-83.0% | $2,858-97.2% | $513-84.6% |