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 | $58,034 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $54,394 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,116 | $50,815-1.4% | $155,509-67.8% | $77,643-35.5% |
| Participation rate | 82.0% | 63.1%+18.9pp | 78.2%+3.8pp | 70.6%+11.4pp |
| Annual return | 12.94% | 34.80%-21.9pp | 64.67%-51.7pp | 31.24%-18.3pp |
| Employer contribution / active EE | $3,652 | $1,993+83.3% | $4,672-21.8% | $2,726+34.0% |
| Participant deferral / active EE | $3,584 | $2,822+27.0% | $5,626-36.3% | $4,647-22.9% |
| Admin fee / account holder | $225 | $437-48.5% | $15,912-98.6% | $430-47.7% |