See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BPAS1 year Filed as: BPAS, INC. Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $20,601 |
FOCUSED WEALTH MANAGEMENT4 years Service code 26 11 OLD BALMVILLE RD · NEWBURGH, NY 12550 | Advisory (Participants) | $14,090 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $3,866 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,388 | $55,415-47.0% | $155,509-81.1% | $74,495-60.6% |
| Participation rate | 81.3% | 61.9%+19.3pp | 78.2%+3.1pp | 67.2%+14.0pp |
| Annual return | 11.54% | 268.50%-257.0pp | 64.67%-53.1pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $2,037 | $2,267-10.2% | $4,672-56.4% | $2,623-22.4% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $187 | $1,738-89.2% | $15,912-98.8% | $1,942-90.4% |