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 |
|---|---|---|
BPAS4+ years Service code 14 6 RHOADS DRIVE, STE. 7 · UTICA, NY 13502 | Plan Administrator | $37,221 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,523 | $105,181-1.6% | $159,436-35.1% | $85,850+20.6% |
| Participation rate | 94.4% | 75.8%+18.6pp | 82.8%+11.6pp | 69.3%+25.1pp |
| Annual return | 30.05% | 45.07%-15.0pp | 263.57%-233.5pp | 318.53%-288.5pp |
| Employer contribution / active EE | $2,195 | $3,318-33.8% | $4,829-54.5% | $2,565-14.4% |
| Participant deferral / active EE | $4,454 | $5,945-25.1% | $7,352-39.4% | $3,952+12.7% |
| Admin fee / account holder | $289 | $6,933-95.8% | $10,799-97.3% | $6,260-95.4% |