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 9-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 Filed as: BPAS, INC. Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $23,812 |
Service code 26 · EIN 82-1434504 11 CENTRE PARK SUITE 303 · ROCHESTER, NY 14614 | Advisory (Participants) | $15,000 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,731 | $55,415-64.4% | $155,509-87.3% | $74,495-73.5% |
| Participation rate | 71.1% | 61.9%+9.1pp | 78.2%-7.1pp | 67.2%+3.9pp |
| Annual return | 12.21% | 268.50%-256.3pp | 64.67%-52.5pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $786 | $2,267-65.3% | $4,672-83.2% | $2,623-70.0% |
| Participant deferral / active EE | $1,822 | $2,836-35.8% | $5,626-67.6% | $4,346-58.1% |
| Admin fee / account holder | $252 | $1,738-85.5% | $15,912-98.4% | $1,942-87.0% |