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 |
|---|---|---|
BPAS7+ years Service code 15 · EIN 16-1503696 3501 MASONS MILL ROAD · HUNTINGDON VALLEY, PA 19006 | Recordkeeping | $64,222 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,318 | $185,342-70.2% | $111,297-50.3% | $86,799-36.3% |
| Participation rate | 89.1% | 81.0%+8.1pp | 77.3%+11.7pp | 72.3%+16.8pp |
| Annual return | 14.63% | 500.80%-486.2pp | 54.65%-40.0pp | 97.91%-83.3pp |
| Employer contribution / active EE | $1,231 | $2,246-45.2% | $2,731-54.9% | $2,405-48.8% |
| Participant deferral / active EE | $3,267 | $4,458-26.7% | $4,487-27.2% | $4,131-20.9% |
| Admin fee / account holder | $203 | $255-20.7% | $7,964-97.5% | $170+19.5% |