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 |
|---|---|---|
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE ADVISORS, LLC Service code 15 · EIN 13-4071393 100 MADISON STREET · SYRACUSE, NY 13202 | Recordkeeping | $14,341 |
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,391 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,827 | $46,292-74.5% | $143,757-91.8% | $64,808-81.8% |
| Participation rate | 73.6% | 64.2%+9.4pp | 80.3%-6.7pp | 71.5%+2.2pp |
| Annual return | -5.50% | -10.05%+4.5pp | -0.04%-5.5pp | 32.82%-38.3pp |
| Employer contribution / active EE | $625 | $1,910-67.3% | $4,951-87.4% | $2,506-75.1% |
| Participant deferral / active EE | $1,685 | $2,646-36.3% | $5,637-70.1% | $4,310-60.9% |
| Admin fee / account holder | $99 | $154-35.6% | $14,673-99.3% | $188-47.3% |