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 |
|---|---|---|
BPAS11+ years Service code 15 · EIN 16-1503696 3501 MASONS MILL ROAD · HUNTINGDON VALLEY, PA 19006 | Recordkeeping | $76,968 |
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 | $58,019 | $98,727-41.2% | $113,168-48.7% | $85,563-32.2% |
| Participation rate | 95.5% | 80.8%+14.7pp | 76.6%+19.0pp | 66.0%+29.6pp |
| Annual return | 13.75% | 17.43%-3.7pp | 24.27%-10.5pp | 31.51%-17.8pp |
| Employer contribution / active EE | $1,600 | $2,907-45.0% | $2,975-46.2% | $2,654-39.7% |
| Participant deferral / active EE | $4,274 | $5,424-21.2% | $5,107-16.3% | $4,375-2.3% |
| Admin fee / account holder | $226 | $357-36.7% | $12,068-98.1% | $834-72.9% |