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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $36,056 |
Service code 16 · EIN 14-1764768 | Consulting | $34,909 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,661 | $46,292-31.6% | $143,757-78.0% | $64,808-51.1% |
| Participation rate | 79.4% | 64.2%+15.2pp | 80.3%-0.9pp | 71.5%+8.0pp |
| Annual return | -17.36% | -10.05%-7.3pp | -0.04%-17.3pp | 32.82%-50.2pp |
| Employer contribution / active EE | $2,139 | $1,910+12.0% | $4,951-56.8% | $2,506-14.6% |
| Participant deferral / active EE | $3,045 | $2,646+15.1% | $5,637-46.0% | $4,310-29.3% |
| Admin fee / account holder | $160 | $154+3.7% | $14,673-98.9% | $188-15.1% |