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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 |
|---|---|---|
CADARET GRANT & CO INC3 years Filed as: CADARET, GRANT & CO., INC. Service code 13 110 W. FAYETTE ST · SYRACUSE, NY 13202 | Contract Administrator | $13,457 |
PAYCHEX, INC.3 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $7,924 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $5,175 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,034 | $79,694-62.3% | $96,139-68.8% | $79,386-62.2% |
| Participation rate | 87.6% | 54.0%+33.6pp | 68.4%+19.1pp | 70.7%+16.9pp |
| Annual return | 15.01% | 40.84%-25.8pp | 191.94%-176.9pp | 116.85%-101.8pp |
| Employer contribution / active EE | $213 | $1,443-85.2% | $2,797-92.4% | $2,427-91.2% |
| Participant deferral / active EE | $1,814 | $2,539-28.6% | $4,349-58.3% | $4,046-55.2% |
| Admin fee / account holder | $152 | $630-75.9% | $5,537-97.3% | $626-75.8% |