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 |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS4 years Service code 15 · EIN 16-1503696 6 RHOADS DR · UTICA, NY 13502 | Recordkeeping | $44,686 |
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 | $201,599 | $99,957+101.7% | $149,696+34.7% | $73,488+174.3% |
| Participation rate | 95.2% | 75.7%+19.5pp | 82.5%+12.7pp | 70.7%+24.5pp |
| Annual return | 17.42% | 53.87%-36.5pp | 276.60%-259.2pp | 28.51%-11.1pp |
| Employer contribution / active EE | $1,558 | $3,191-51.2% | $4,644-66.4% | $2,270-31.4% |
| Participant deferral / active EE | $4,851 | $6,073-20.1% | $6,842-29.1% | $3,740+29.7% |
| Admin fee / account holder | $266 | $551-51.7% | $9,309-97.1% | $513-48.2% |