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 | $13,127 |
KOVACK SECURITIES INC5 years Filed as: KOVACK ADVISORS, INC. Service code 28 6451 NORTH FEDERAL HWY · FORT LAUDERDALE, FL 33308 | Investment Management | $11,827 |
BPAS6 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $2,958 |
Employer 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,768 | $26,549-82.0% | $61,373-92.2% | $66,914-92.9% |
| Participation rate | 90.7% | 38.1%+52.6pp | 52.6%+38.1pp | 69.8%+20.9pp |
| Annual return | -18.62% | -16.21%-2.4pp | 338.61%-357.2pp | 1.58%-20.2pp |
| Employer contribution / active EE | $128 | $651-80.3% | $1,159-88.9% | $2,544-95.0% |
| Participant deferral / active EE | $762 | $1,338-43.1% | $2,125-64.2% | $4,237-82.0% |
| Admin fee / account holder | $68 | $409-83.3% | $2,130-96.8% | $593-88.5% |