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 |
|---|---|---|
BPAS9+ years Service code 15 · EIN 16-1503696 3501 MASONS MILL ROAD · HUNTINGDON VALLEY, PA 19006 | Recordkeeping | $63,900 |
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 | $53,576 | $99,078-45.9% | $96,544-44.5% | $74,419-28.0% |
| Participation rate | 90.6% | 80.7%+9.9pp | 76.0%+14.6pp | 70.7%+19.9pp |
| Annual return | 18.74% | 22.48%-3.7pp | 25.84%-7.1pp | 34.38%-15.6pp |
| Employer contribution / active EE | $1,444 | $2,570-43.8% | $2,965-51.3% | $2,637-45.2% |
| Participant deferral / active EE | $3,588 | $4,933-27.3% | $4,851-26.0% | $4,528-20.8% |
| Admin fee / account holder | $205 | $225-8.8% | $8,252-97.5% | $348-41.1% |