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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE GROUP RETIREMENT ADVISORS Service code 28 706 N. CLINTON STREET · SYRACUSE, NY 13204 | Investment Management | $29,774 |
PROFESSIONAL CAPITAL SERVICES, LLC10+ years Service code 12 · EIN 23-3038464 | Consulting (pension); Copying and dup... | $8,288 |
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.
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 | $12,540 | $50,982-75.4% | $154,803-91.9% | $85,563-85.3% |
| Participation rate | 71.6% | 59.8%+11.8pp | 78.1%-6.5pp | 66.0%+5.6pp |
| Annual return | 10.48% | 30.35%-19.9pp | 58.88%-48.4pp | 31.51%-21.0pp |
| Employer contribution / active EE | $840 | $1,708-50.8% | $4,305-80.5% | $2,654-68.3% |
| Participant deferral / active EE | $1,167 | $2,474-52.8% | $5,540-78.9% | $4,375-73.3% |
| Admin fee / account holder | $44 | $846-94.8% | $14,329-99.7% | $834-94.8% |