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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SERVIC Service code 15 · EIN 16-1065416 6 RHOADS DR · UTICA, NY 13502 | Recordkeeping | $15,434 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,495 | $37,117+9.1% | $147,614-72.6% | $55,191-26.6% |
| Participation rate | 48.7% | 63.6%-14.9pp | 84.6%-35.9pp | 69.2%-20.5pp |
| Annual return | 1.74% | 3.44%-1.7pp | 61.98%-60.2pp | 10.78%-9.0pp |
| Employer contribution / active EE | $526 | $1,620-67.5% | $5,564-90.5% | $1,899-72.3% |
| Participant deferral / active EE | $992 | $1,985-50.0% | $4,895-79.7% | $3,046-67.4% |
| Admin fee / account holder | $93 | $86+8.7% | $11,611-99.2% | $91+2.4% |