See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 41 W. BROAD STREET · SOUDERTON, PA 18964 | Advisory (Participants) | $5,723 |
BPAS1 year Service code 15 · EIN 16-1503696 6 RHOADS DRIVE, SUITE 7 · UTICA, NY 13502 | Recordkeeping | $3,867 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,522 | $64,707-15.7% | $112,228-51.4% | $68,494-20.4% |
| Participation rate | 61.5% | 67.2%-5.7pp | 75.1%-13.6pp | 67.9%-6.4pp |
| Annual return | -15.32% | -11.40%-3.9pp | 27.45%-42.8pp | -7.84%-7.5pp |
| Employer contribution / active EE | $456 | $2,746-83.4% | $3,635-87.4% | $2,596-82.4% |
| Participant deferral / active EE | $2,955 | $3,565-17.1% | $4,728-37.5% | $4,027-26.6% |
| Admin fee / account holder | $498 | $5,232-90.5% | $6,410-92.2% | $5,403-90.8% |