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 | $18,266 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,704 | $25,723-50.6% | $69,182-81.6% | $55,167-77.0% |
| Participation rate | 67.3% | 39.4%+27.9pp | 55.1%+12.2pp | 69.0%-1.7pp |
| Annual return | 15.02% | 9.56%+5.5pp | -21.93%+37.0pp | 169.23%-154.2pp |
| Employer contribution / active EE | $0 | $480-100.0% | $1,206-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $854 | $963-11.4% | $1,897-55.0% | $3,054-72.0% |
| Admin fee / account holder | $138 | $365-62.0% | $2,697-94.9% | $504-72.5% |