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 3-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, INC Service code 15 · EIN 16-1503696 | Recordkeeping | $75,658 |
BPAS1+ years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 19 · EIN 66-0795542 | Securities Custodian | $0 |
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 | $50,010 | $91,407-45.3% | $135,903-63.2% | $71,457-30.0% |
| Participation rate | 78.4% | 75.7%+2.7pp | 81.9%-3.5pp | 67.9%+10.5pp |
| Annual return | 19.22% | 29.90%-10.7pp | 68.23%-49.0pp | 28.85%-9.6pp |
| Employer contribution / active EE | $1,466 | $3,703-60.4% | $4,856-69.8% | $2,588-43.3% |
| Participant deferral / active EE | $3,453 | $7,092-51.3% | $7,758-55.5% | $4,289-19.5% |
| Admin fee / account holder | $194 | $1,266-84.6% | $10,762-98.2% | $1,587-87.7% |