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 |
|---|---|---|
BPAS8+ years Service code 15 · EIN 16-1503696 3501 MASONS MILL ROAD · HUNTINGDON VALLEY, PA 19006 | Recordkeeping | $59,367 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,506 | $72,254-43.9% | $86,677-53.3% | $64,808-37.5% |
| Participation rate | 87.5% | 80.4%+7.0pp | 76.6%+10.9pp | 71.5%+16.0pp |
| Annual return | -18.91% | 392.42%-411.3pp | 35.91%-54.8pp | 32.82%-51.7pp |
| Employer contribution / active EE | $1,277 | $2,393-46.6% | $2,836-55.0% | $2,506-49.0% |
| Participant deferral / active EE | $3,225 | $4,658-30.8% | $4,656-30.7% | $4,310-25.2% |
| Admin fee / account holder | $169 | $174-2.6% | $7,493-97.7% | $188-9.8% |