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 |
|---|---|---|
BPAS10+ years Service code 15 · EIN 16-1503696 3501 MASONS MILL ROAD · HUNTINGDON VALLEY, PA 19006 | Recordkeeping | $71,402 |
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 | $59,492 | $88,890-33.1% | $102,423-41.9% | $77,643-23.4% |
| Participation rate | 94.0% | 80.9%+13.1pp | 76.5%+17.5pp | 70.6%+23.4pp |
| Annual return | 15.63% | 24.98%-9.4pp | 29.32%-13.7pp | 31.24%-15.6pp |
| Employer contribution / active EE | $1,536 | $2,698-43.1% | $3,023-49.2% | $2,726-43.7% |
| Participant deferral / active EE | $3,956 | $5,145-23.1% | $5,053-21.7% | $4,647-14.9% |
| Admin fee / account holder | $217 | $235-7.8% | $9,451-97.7% | $430-49.6% |