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 |
|---|---|---|
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $17,849 |
BPAS3 years Filed as: BPAS TRUST CO OF PUERTO RICO Service code 25 · EIN 66-0795542 1225 PONCE DE LEON AVE · SAN JUAN, PR 00907 | Directed Trustee | $9,160 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,264 | $65,061-64.2% | $143,757-83.8% | $66,914-65.2% |
| Participation rate | 98.1% | 65.2%+32.9pp | 80.3%+17.8pp | 69.8%+28.3pp |
| Annual return | -16.76% | -11.14%-5.6pp | -0.04%-16.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,496 | $2,361-36.6% | $4,951-69.8% | $2,544-41.2% |
| Participant deferral / active EE | $2,220 | $2,919-23.9% | $5,637-60.6% | $4,237-47.6% |
| Admin fee / account holder | $142 | $502-71.7% | $14,673-99.0% | $593-76.0% |