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 4-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 |
|---|---|---|
Service code 26 80 GENESEE STREET · NEW HARTFORD, NY 13413 | Advisory (Participants) | $41,907 |
Filed as: BENEFIT PLAN ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $13,715 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $102,259 | $101,317+0.9% | $146,958-30.4% | $74,495+37.3% |
| Participation rate | 99.1% | 75.5%+23.6pp | 82.2%+16.9pp | 67.2%+31.9pp |
| Annual return | 21.15% | 8730.91%-8709.8pp | 418.34%-397.2pp | 1364.94%-1343.8pp |
| Employer contribution / active EE | $19,015 | $3,810+399.0% | $4,933+285.5% | $2,623+624.9% |
| Participant deferral / active EE | $7,598 | $7,303+4.0% | $8,070-5.8% | $4,346+74.8% |
| Admin fee / account holder | $435 | $1,739-75.0% | $12,998-96.7% | $1,942-77.6% |