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 |
|---|---|---|
BPAS6 years Service code 15 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $13,630 |
Filed as: MML INVESTORS SERVICES Service code 10 1277 MAIN STREET · SPRINGFIELD, MA 01103 | Accounting | $9,903 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,167 | $49,915-55.6% | $154,803-85.7% | $74,304-70.2% |
| Participation rate | 44.4% | 54.0%-9.5pp | 78.1%-33.6pp | 60.3%-15.9pp |
| Annual return | 16.72% | 34.06%-17.3pp | 58.88%-42.2pp | 29.43%-12.7pp |
| Employer contribution / active EE | $651 | $1,611-59.6% | $4,305-84.9% | $2,241-71.0% |
| Participant deferral / active EE | $688 | $2,255-69.5% | $5,540-87.6% | $3,767-81.7% |
| Admin fee / account holder | $188 | $2,189-91.4% | $14,329-98.7% | $2,969-93.7% |