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 10-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 15 · EIN 16-1503696 3501 MASONS MILL ROAD · HUNTINGDON VALLEY, PA 19006 | Recordkeeping | $15,315 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,497 | $84,487+84.0% | $125,339+24.1% | $66,914+132.4% |
| Participation rate | 91.4% | 76.4%+15.0pp | 82.4%+9.0pp | 69.8%+21.6pp |
| Annual return | -17.22% | -8.39%-8.8pp | 572.05%-589.3pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,016 | $3,553-71.4% | $4,814-78.9% | $2,544-60.1% |
| Participant deferral / active EE | $7,310 | $6,781+7.8% | $7,446-1.8% | $4,237+72.5% |
| Admin fee / account holder | $128 | $685-81.4% | $10,010-98.7% | $593-78.5% |