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 13 376 ALBANY SHAKER ROAD · ALBANY, NY 122112040 | Contract Administrator | $6,060 |
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 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 | $74,211 | $31,388+136.4% | $73,545+0.9% | $62,292+19.1% |
| Participation rate | 28.3% | 39.9%-11.5pp | 54.9%-26.6pp | 69.5%-41.2pp |
| Annual return | 17.70% | 25.34%-7.6pp | -15.16%+32.9pp | 28.90%-11.2pp |
| Employer contribution / active EE | $1,109 | $498+122.8% | $1,219-9.0% | $2,042-45.7% |
| Participant deferral / active EE | $2,030 | $1,028+97.4% | $1,806+12.4% | $3,169-35.9% |
| Admin fee / account holder | $47 | $299-84.3% | $2,320-98.0% | $479-90.2% |