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 |
|---|---|---|
BPAS2+ years Service code 13 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Contract Administrator | $19,556 |
Service code 26 · EIN 45-3764090 | Advisory (Participants) | $11,321 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,349 | $39,859-64.0% | $78,689-81.8% | $57,658-75.1% |
| Participation rate | 33.7% | 66.1%-32.4pp | 73.6%-39.9pp | 70.2%-36.6pp |
| Annual return | 8.23% | 18.96%-10.7pp | 62.18%-53.9pp | 5.13%+3.1pp |
| Employer contribution / active EE | $139 | $1,786-92.2% | $2,851-95.1% | $1,974-92.9% |
| Participant deferral / active EE | $646 | $2,248-71.2% | $3,517-81.6% | $3,061-78.9% |
| Admin fee / account holder | $142 | $76+86.8% | $4,510-96.8% | $95+50.5% |