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 | $43,559 |
ALESCO ADVISORS4 years Filed as: ALESCO ADVISORS LLC Service code 26 TOBEY VILLAGE OFFICE PARK · PITTSFORD, NY 14534 | Advisory (Participants) | $32,423 |
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 | $23,292 | $62,928-63.0% | $172,739-86.5% | $67,579-65.5% |
| Participation rate | 77.5% | 64.5%+13.1pp | 82.6%-5.1pp | 71.3%+6.3pp |
| Annual return | 21.41% | 30.36%-8.9pp | 802.84%-781.4pp | 378.56%-357.1pp |
| Employer contribution / active EE | $2,145 | $1,636+31.1% | $5,143-58.3% | $2,148-0.1% |
| Participant deferral / active EE | $2,656 | $2,145+23.8% | $5,198-48.9% | $3,539-25.0% |
| Admin fee / account holder | $190 | $167+13.8% | $13,954-98.6% | $142+33.3% |