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 |
|---|---|---|
BPAS1+ years Service code 12 · EIN 16-1503696 6 RHOADS DRIVE SUITE 7 · UTICA, NY 13502 | Recordkeeping and information managem... | $12,384 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,473 | $41,854+6.3% | $73,843-39.8% | $52,331-15.0% |
| Participation rate | 97.1% | 66.2%+30.8pp | 73.4%+23.6pp | 68.1%+29.0pp |
| Annual return | 3.59% | 2.11%+1.5pp | 2267.84%-2264.2pp | 4.54%-1.0pp |
| Employer contribution / active EE | $2,607 | $1,920+35.7% | $2,787-6.5% | $1,882+38.5% |
| Participant deferral / active EE | $2,560 | $2,498+2.5% | $3,583-28.6% | $3,022-15.3% |
| Admin fee / account holder | $53 | $493-89.2% | $4,880-98.9% | $592-91.0% |