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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $26,814 |
ALESCO ADVISORS1 year Filed as: ALESCO ADVISORS LLC Service code 26 TOBEY VILLAGE OFFICE PARK · PITTSFORD, NY 14534 | Advisory (Participants) | $18,358 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,960 | $36,916-59.5% | $156,549-90.4% | $57,658-74.1% |
| Participation rate | 67.1% | 63.4%+3.7pp | 84.0%-16.9pp | 70.2%-3.1pp |
| Annual return | 7.63% | 12.38%-4.8pp | 32.23%-24.6pp | 5.13%+2.5pp |
| Employer contribution / active EE | $1,540 | $1,571-2.0% | $5,501-72.0% | $1,974-22.0% |
| Participant deferral / active EE | $1,725 | $1,926-10.4% | $4,871-64.6% | $3,061-43.6% |
| Admin fee / account holder | $134 | $82+62.0% | $13,027-99.0% | $95+41.3% |