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 |
|---|---|---|
BPAS2+ years Service code 14 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Plan Administrator | $25,858 |
GRANITE FINANCIAL PARTNERS2+ years Service code 26 · EIN 20-3917294 388 NASHUA ST · MILFORD, NH 03055 | Advisory (Participants) | $20,518 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,918 | $23,385+2.3% | $69,182-65.4% | $57,658-58.5% |
| Participation rate | 26.0% | 37.9%-12.0pp | 55.1%-29.2pp | 70.2%-44.3pp |
| Annual return | 197.36% | -659.34%+856.7pp | -21.93%+219.3pp | 5.13%+192.2pp |
| Employer contribution / active EE | $183 | $422-56.7% | $1,206-84.8% | $1,974-90.7% |
| Participant deferral / active EE | $430 | $843-49.0% | $1,897-77.4% | $3,061-86.0% |
| Admin fee / account holder | $172 | $82+109.9% | $2,697-93.6% | $95+82.4% |