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 5-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 |
|---|---|---|
BPAS4+ years Service code 13 · EIN 16-1503696 | Contract Administrator | $53,086 |
JKJ RETIREMENT SERVICES1 year Service code 26 109 PHEASANT RUN · NEWTOWN, PA 18940 | Advisory (Participants) | $12,966 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,694 | $47,126-34.9% | $149,673-79.5% | $74,419-58.8% |
| Participation rate | 92.6% | 63.4%+29.2pp | 78.8%+13.8pp | 70.7%+21.9pp |
| Annual return | 15.60% | 22.75%-7.2pp | 134.42%-118.8pp | 34.38%-18.8pp |
| Employer contribution / active EE | $1,340 | $1,905-29.7% | $4,818-72.2% | $2,637-49.2% |
| Participant deferral / active EE | $2,216 | $2,728-18.8% | $5,680-61.0% | $4,528-51.1% |
| Admin fee / account holder | $107 | $343-68.9% | $13,210-99.2% | $348-69.3% |