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 | $11,793 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $16,219 | $31,388-48.3% | $73,545-77.9% | $62,292-74.0% |
| Participation rate | 63.8% | 39.9%+24.0pp | 54.9%+8.9pp | 69.5%-5.7pp |
| Annual return | 17.00% | 25.34%-8.3pp | -15.16%+32.2pp | 28.90%-11.9pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $908 | $1,028-11.7% | $1,806-49.7% | $3,169-71.4% |
| Admin fee / account holder | $101 | $299-66.3% | $2,320-95.7% | $479-79.0% |