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 8-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 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $6,861 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $72,839 | $168,632-56.8% | $147,614-50.7% | $125,391-41.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.37% | 77.65%-76.3pp | 61.98%-60.6pp | 282.22%-280.8pp |
| Employer contribution / active EE | $9,970 | $6,252+59.5% | $5,564+79.2% | $4,866+104.9% |
| Participant deferral / active EE | $12,117 | $5,507+120.0% | $4,895+147.5% | $5,352+126.4% |
| Admin fee / account holder | $34 | $13,580-99.8% | $11,611-99.7% | $9,540-99.6% |