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 | $26,428 |
Service code 12 · EIN 23-3038464 | Recordkeeping fees; Recordkeeping and... | $11,112 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,399 | $50,815-75.6% | $155,509-92.0% | $77,643-84.0% |
| Participation rate | 68.3% | 63.1%+5.2pp | 78.2%-9.9pp | 70.6%-2.3pp |
| Annual return | 14.35% | 34.80%-20.5pp | 64.67%-50.3pp | 31.24%-16.9pp |
| Employer contribution / active EE | $745 | $1,993-62.6% | $4,672-84.1% | $2,726-72.7% |
| Participant deferral / active EE | $1,101 | $2,822-61.0% | $5,626-80.4% | $4,647-76.3% |
| Admin fee / account holder | $44 | $437-89.9% | $15,912-99.7% | $430-89.8% |