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 7-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 14 6 RHOADS DRIVE, STE. 7 · UTICA, NY 13502 | Plan Administrator | $15,321 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,396 | $77,813-46.8% | $123,544-66.5% | $64,186-35.5% |
| Participation rate | 85.6% | 74.7%+10.9pp | 82.3%+3.3pp | 69.6%+16.0pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,812 | $3,014-39.9% | $4,628-60.8% | $2,381-23.9% |
| Participant deferral / active EE | $2,586 | $5,240-50.6% | $6,426-59.8% | $3,470-25.5% |
| Admin fee / account holder | $105 | $5,519-98.1% | $9,284-98.9% | $4,888-97.9% |