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 |
|---|---|---|
BPAS3 years Service code 15 · EIN 16-1503696 3501 MASONS MILL ROAD · HUNTINGDON VALLEY, PA 19006 | Recordkeeping | $17,202 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,420 | $91,407+87.5% | $135,903+26.1% | $71,457+139.9% |
| Participation rate | 90.0% | 75.7%+14.3pp | 81.9%+8.1pp | 67.9%+22.1pp |
| Annual return | 18.32% | 29.90%-11.6pp | 68.23%-49.9pp | 28.85%-10.5pp |
| Employer contribution / active EE | $1,022 | $3,703-72.4% | $4,856-78.9% | $2,588-60.5% |
| Participant deferral / active EE | $7,838 | $7,092+10.5% | $7,758+1.0% | $4,289+82.8% |
| Admin fee / account holder | $133 | $1,266-89.5% | $10,762-98.8% | $1,587-91.6% |