See peer percentile detail with Solo.
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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $55,213 |
WEALTHRX INC1 year Service code 26 515 CONARESS AVE · FAYETTEVILL, NY 13066 | Advisory (Participants) | $49,714 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,057 | $46,292+49.2% | $143,757-52.0% | $64,808+6.6% |
| Participation rate | 82.8% | 64.2%+18.6pp | 80.3%+2.5pp | 71.5%+11.4pp |
| Annual return | -14.94% | -10.05%-4.9pp | -0.04%-14.9pp | 32.82%-47.8pp |
| Employer contribution / active EE | $4,683 | $1,910+145.2% | $4,951-5.4% | $2,506+86.9% |
| Participant deferral / active EE | $5,941 | $2,646+124.6% | $5,637+5.4% | $4,310+37.8% |
| Admin fee / account holder | $210 | $154+36.7% | $14,673-98.6% | $188+12.0% |