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 ADMINISTRATORS6 years Service code 15 · EIN 16-1503696 6 RHOADS DR · UTICA, NY 13502 | Recordkeeping | $52,624 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,245 | $84,487+137.0% | $125,339+59.8% | $66,914+199.3% |
| Participation rate | 90.2% | 76.4%+13.8pp | 82.4%+7.8pp | 69.8%+20.4pp |
| Annual return | -19.43% | -8.39%-11.0pp | 572.05%-591.5pp | 1.58%-21.0pp |
| Employer contribution / active EE | $1,639 | $3,553-53.9% | $4,814-66.0% | $2,544-35.6% |
| Participant deferral / active EE | $5,113 | $6,781-24.6% | $7,446-31.3% | $4,237+20.7% |
| Admin fee / account holder | $321 | $685-53.1% | $10,010-96.8% | $593-45.8% |