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: BPAS, INC. Service code 15 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $54,268 |
GRANITE FINANCIAL PARTNERS9 years Service code 26 · EIN 20-3917294 388 NASHUA ST. · MILFORD, NH 03055 | Advisory (Participants) | $53,053 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,123 | $29,546+59.5% | $56,441-16.5% | $77,671-39.3% |
| Participation rate | 31.8% | 32.7%-0.9pp | 52.5%-20.7pp | 70.6%-38.8pp |
| Annual return | -5.76% | 19.01%-24.8pp | 1704.21%-1710.0pp | 31.21%-37.0pp |
| Employer contribution / active EE | $334 | $568-41.2% | $1,039-67.8% | $2,726-87.7% |
| Participant deferral / active EE | $1,661 | $1,061+56.5% | $1,953-15.0% | $4,648-64.3% |
| Admin fee / account holder | $430 | $1,046-58.9% | $2,829-84.8% | $430-0.2% |