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 |
|---|---|---|
BPAS2+ years Service code 14 6 RHOADS DRIVE, STE. 7 · UTICA, NY 13502 | Plan Administrator | $26,679 |
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 | $85,800 | $89,355-4.0% | $141,162-39.2% | $72,985+17.6% |
| Participation rate | 77.2% | 75.1%+2.1pp | 82.5%-5.3pp | 69.5%+7.7pp |
| Annual return | 49.75% | 111.85%-62.1pp | 71.39%-21.6pp | 81.00%-31.3pp |
| Employer contribution / active EE | $2,066 | $3,114-33.6% | $4,735-56.4% | $2,440-15.3% |
| Participant deferral / active EE | $3,808 | $5,418-29.7% | $6,709-43.2% | $3,607+5.6% |
| Admin fee / account holder | $256 | $5,958-95.7% | $10,261-97.5% | $5,124-95.0% |