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 |
|---|---|---|
JAMES P REAGAN AGENCY7+ years Filed as: JAMES P. REAGAN AGENCY, INC. Service code 27 · EIN 16-1150253 P.O. BOX 191 · MARCELLUS, NY 13108 | Advisory (Plan) | $93,698 |
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $13,568 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,744 | $86,225+1.8% | $146,665-40.2% | $86,799+1.1% |
| Participation rate | 74.3% | 78.0%-3.7pp | 80.1%-5.8pp | 72.3%+2.0pp |
| Annual return | 17.35% | 31.23%-13.9pp | 22.74%-5.4pp | 97.91%-80.6pp |
| Employer contribution / active EE | $494 | $2,392-79.4% | $4,136-88.1% | $2,405-79.5% |
| Participant deferral / active EE | $4,146 | $4,245-2.3% | $5,506-24.7% | $4,131+0.4% |
| Admin fee / account holder | $458 | $195+134.7% | $10,280-95.5% | $170+170.3% |