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 37 · EIN 04-2647786 | Loan Processing | $43,281 |
Service code 27 114 BUSINESS PARK DR · UTICA, NY 13502 | Advisory (Plan) | $7,036 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,237 | $63,299-3.3% | $91,001-32.7% | $62,292-1.7% |
| Participation rate | 70.9% | 73.3%-2.5pp | 75.6%-4.7pp | 69.5%+1.3pp |
| Annual return | 15.49% | 20.99%-5.5pp | 4.60%+10.9pp | 28.90%-13.4pp |
| Employer contribution / active EE | $407 | $1,807-77.5% | $2,456-83.4% | $2,042-80.1% |
| Participant deferral / active EE | $2,289 | $2,943-22.2% | $3,547-35.5% | $3,169-27.8% |
| Admin fee / account holder | $316 | $468-32.3% | $5,417-94.2% | $479-34.0% |