Filed March 19, 2026 (most recent of 8 filings on file)
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 16 · EIN 14-1764768 | Consulting | $34,443 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $33,064 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,781 | $56,485-27.8% | $185,823-78.1% | $86,799-53.0% |
| Participation rate | 77.8% | 65.5%+12.3pp | 81.7%-3.9pp | 72.3%+5.5pp |
| Annual return | 15.61% | 118.04%-102.4pp | 122.05%-106.4pp | 97.91%-82.3pp |
| Employer contribution / active EE | $2,234 | $1,843+21.2% | $5,167-56.8% | $2,405-7.1% |
| Participant deferral / active EE | $3,280 | $2,553+28.5% | $5,568-41.1% | $4,131-20.6% |
| Admin fee / account holder | $180 | $150+20.2% | $16,237-98.9% | $170+6.1% |