See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $10,496 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,383 | $69,763-66.5% | $67,502-65.4% | $74,495-68.6% |
| Participation rate | 93.8% | 71.4%+22.5pp | 72.9%+21.0pp | 67.2%+26.6pp |
| Annual return | 19.65% | -40.34%+60.0pp | 3512.12%-3492.5pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $2,919 | $2,704+7.9% | $2,731+6.9% | $2,623+11.3% |
| Participant deferral / active EE | $2,002 | $3,636-44.9% | $4,000-49.9% | $4,346-53.9% |
| Admin fee / account holder | $81 | $896-91.0% | $3,998-98.0% | $1,942-95.9% |