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 DR · UTICA, NY 13502 | Recordkeeping | $40,641 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $137,080 | $80,753+69.8% | $136,294+0.6% | $62,292+120.1% |
| Participation rate | 91.7% | 73.5%+18.1pp | 81.9%+9.7pp | 69.5%+22.2pp |
| Annual return | 20.71% | 35.83%-15.1pp | 5155.94%-5135.2pp | 28.90%-8.2pp |
| Employer contribution / active EE | $1,422 | $2,884-50.7% | $4,695-69.7% | $2,042-30.4% |
| Participant deferral / active EE | $3,983 | $5,164-22.9% | $6,247-36.2% | $3,169+25.7% |
| Admin fee / account holder | $216 | $525-58.9% | $9,243-97.7% | $479-54.9% |