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 12 · EIN 23-3038464 | Participant communication; Recordkeep... | $14,777 |
Filed as: ONE GROUP RETIREMENT ADVISORS Service code 28 706 N. CLINTON STREET · SYRACUSE, NY 13204 | Investment Management | $6,679 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,558 | $52,293-79.8% | $178,490-94.1% | $73,409-85.6% |
| Participation rate | 62.7% | 65.3%-2.6pp | 81.9%-19.2pp | 72.2%-9.4pp |
| Annual return | 1.21% | 34.75%-33.5pp | 151.07%-149.9pp | 59.29%-58.1pp |
| Employer contribution / active EE | $352 | $1,735-79.7% | $5,011-93.0% | $2,234-84.3% |
| Participant deferral / active EE | $1,007 | $2,332-56.8% | $5,202-80.6% | $3,805-73.5% |
| Admin fee / account holder | $35 | $127-72.7% | $13,984-99.8% | $158-78.0% |