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 17 7000 EAST GENESEE STREET · FAYETTEVILLE, NY 13066 | Pension Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,188 | $46,966-8.0% | $185,117-76.7% | $69,631-38.0% |
| Participation rate | 66.6% | 65.3%+1.3pp | 77.3%-10.7pp | 70.7%-4.1pp |
| Annual return | 16.45% | 22.36%-5.9pp | 40.50%-24.0pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $924 | $1,360-32.1% | $4,182-77.9% | $2,032-54.5% |
| Participant deferral / active EE | $2,113 | $3,017-30.0% | $5,045-58.1% | $3,224-34.5% |
| Admin fee / account holder | $7 | $94-92.3% | $8,159-99.9% | $110-93.4% |