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 ADMINISTRATIVE SERVIC Service code 15 · EIN 16-1503696 6 RHOADS DRIVE, SUITE 7 · UTICA, NY 13502 | Recordkeeping | $14,316 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,881 | $34,932-51.7% | $56,441-70.1% | $74,546-77.4% |
| Participation rate | 58.8% | 32.9%+26.0pp | 52.5%+6.3pp | 67.2%-8.4pp |
| Annual return | 9.64% | 24.90%-15.3pp | 1704.21%-1694.6pp | 1366.03%-1356.4pp |
| Employer contribution / active EE | $415 | $608-31.7% | $1,039-60.0% | $2,624-84.2% |
| Participant deferral / active EE | $1,564 | $1,173+33.4% | $1,953-19.9% | $4,347-64.0% |
| Admin fee / account holder | $108 | $2,359-95.4% | $2,829-96.2% | $1,944-94.5% |