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: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $56,185 |
ALESCO ADVISORS8 years Filed as: ALESCO ADVISORS LLC Service code 26 TOBEY VILLAGE OFFICE PARK · PITTSFORD, NY 14534 | Advisory (Participants) | $44,188 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,476 | $61,272-30.7% | $149,673-71.6% | $71,457-40.6% |
| Participation rate | 78.6% | 62.5%+16.1pp | 78.8%-0.2pp | 67.9%+10.7pp |
| Annual return | 17.64% | 35.85%-18.2pp | 134.42%-116.8pp | 28.85%-11.2pp |
| Employer contribution / active EE | $2,384 | $2,378+0.2% | $4,818-50.5% | $2,588-7.9% |
| Participant deferral / active EE | $3,144 | $2,917+7.8% | $5,680-44.6% | $4,289-26.7% |
| Admin fee / account holder | $357 | $1,261-71.7% | $13,210-97.3% | $1,587-77.5% |