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 | $14,148 |
KOVACK SECURITIES INC6 years Filed as: KOVACK ADVISORS, INC. Service code 28 6451 NORTH FEDERAL HWY · FORT LAUDERDALE, FL 33308 | Investment Management | $12,921 |
BPAS7 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 19 · EIN 66-0795542 | Securities Custodian | $3,241 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,727 | $27,839-79.4% | $58,482-90.2% | $71,457-92.0% |
| Participation rate | 91.0% | 34.5%+56.5pp | 50.9%+40.1pp | 67.9%+23.1pp |
| Annual return | 17.28% | 26.81%-9.5pp | 4239.32%-4222.0pp | 28.85%-11.6pp |
| Employer contribution / active EE | $162 | $631-74.3% | $1,053-84.6% | $2,588-93.7% |
| Participant deferral / active EE | $931 | $1,206-22.8% | $1,924-51.6% | $4,289-78.3% |
| Admin fee / account holder | $72 | $1,641-95.6% | $2,516-97.1% | $1,587-95.5% |