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 10 5784 WIDEWATERS PKWY · SYRACUSE, NY 13214 | Accounting | $11,400 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,845 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $35,022 | $42,396-17.4% | $67,313-48.0% | $56,287-37.8% |
| Participation rate | 60.3% | 61.0%-0.7pp | 69.1%-8.8pp | 69.9%-9.5pp |
| Annual return | -2.99% | -36.63%+33.6pp | -4.08%+1.1pp | -9.96%+7.0pp |
| Employer contribution / active EE | $568 | $1,414-59.8% | $2,566-77.9% | $2,111-73.1% |
| Participant deferral / active EE | $1,870 | $2,360-20.7% | $3,568-47.6% | $3,350-44.2% |
| Admin fee / account holder | $147 | $510-71.2% | $4,507-96.7% | $521-71.8% |