See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE GROUP RETIREMENT ADVISORS Service code 28 706 N. CLINTON STREET · SYRACUSE, NY 13204 | Investment Management | $16,206 |
Service code 12 · EIN 23-3038464 | Participant communication; Claims pro... | $13,232 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,358 | $47,126-73.8% | $149,673-91.7% | $74,419-83.4% |
| Participation rate | 51.6% | 63.4%-11.8pp | 78.8%-27.1pp | 70.7%-19.1pp |
| Annual return | 13.49% | 22.75%-9.3pp | 134.42%-120.9pp | 34.38%-20.9pp |
| Employer contribution / active EE | $554 | $1,905-70.9% | $4,818-88.5% | $2,637-79.0% |
| Participant deferral / active EE | $925 | $2,728-66.1% | $5,680-83.7% | $4,528-79.6% |
| Admin fee / account holder | $47 | $343-86.2% | $13,210-99.6% | $348-86.4% |