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 Service code 15 · EIN 16-1503696 3501 MASONS MILL ROAD · HUNTINGDON VALLEY, PA 19006 | Recordkeeping | $15,095 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,128 | $104,475+79.1% | $159,436+17.4% | $79,386+135.7% |
| Participation rate | 91.1% | 76.6%+14.5pp | 82.8%+8.2pp | 70.7%+20.4pp |
| Annual return | 16.91% | 67.95%-51.0pp | 263.57%-246.7pp | 116.85%-99.9pp |
| Employer contribution / active EE | $7,774 | $3,417+127.5% | $4,829+61.0% | $2,427+220.2% |
| Participant deferral / active EE | $7,618 | $6,467+17.8% | $7,352+3.6% | $4,046+88.3% |
| Admin fee / account holder | $131 | $711-81.5% | $10,799-98.8% | $626-79.0% |