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 | $42,793 |
Service code 16 · EIN 14-1764768 | Consulting | $41,210 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,417 | $47,126-12.1% | $149,673-72.3% | $74,419-44.3% |
| Participation rate | 83.2% | 63.4%+19.8pp | 78.8%+4.4pp | 70.7%+12.4pp |
| Annual return | 25.09% | 22.75%+2.3pp | 134.42%-109.3pp | 34.38%-9.3pp |
| Employer contribution / active EE | $3,324 | $1,905+74.4% | $4,818-31.0% | $2,637+26.0% |
| Participant deferral / active EE | $3,334 | $2,728+22.2% | $5,680-41.3% | $4,528-26.4% |
| Admin fee / account holder | $267 | $343-22.0% | $13,210-98.0% | $348-23.1% |