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 | $8,706 |
BPAS4 years Filed as: BPAS TRUST CO OF PUERTO RICO Service code 19 · EIN 66-0795542 1225 PONCE DE LEON AVE · SAN JUAN, PR 00907 | Securities Custodian | $8,356 |
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 | $33,803 | $61,272-44.8% | $149,673-77.4% | $71,457-52.7% |
| Participation rate | 98.1% | 62.5%+35.6pp | 78.8%+19.3pp | 67.9%+30.2pp |
| Annual return | 16.83% | 35.85%-19.0pp | 134.42%-117.6pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1,922 | $2,378-19.2% | $4,818-60.1% | $2,588-25.7% |
| Participant deferral / active EE | $3,001 | $2,917+2.9% | $5,680-47.2% | $4,289-30.0% |
| Admin fee / account holder | $113 | $1,261-91.0% | $13,210-99.1% | $1,587-92.9% |