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 |
|---|---|---|
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 10019 | Recordkeeping | $61,677 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,038 | $68,408-53.2% | $57,179-44.0% | $57,658-44.4% |
| Participation rate | 92.4% | 79.1%+13.2pp | 75.3%+17.0pp | 70.2%+22.1pp |
| Annual return | 0.54% | 8.51%-8.0pp | 14.59%-14.1pp | 5.13%-4.6pp |
| Employer contribution / active EE | $1,245 | $2,869-56.6% | $2,682-53.6% | $1,974-36.9% |
| Participant deferral / active EE | $2,173 | $2,903-25.2% | $3,096-29.8% | $3,061-29.0% |
| Admin fee / account holder | $163 | $70+133.6% | $3,139-94.8% | $95+72.2% |