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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 7-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 |
|---|---|---|
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UITCA, NY 13502 | Recordkeeping | $11,639 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,585 | $61,272-68.0% | $149,673-86.9% | $71,457-72.6% |
| Participation rate | 54.0% | 62.5%-8.5pp | 78.8%-24.8pp | 67.9%-13.9pp |
| Annual return | 0.23% | 35.85%-35.6pp | 134.42%-134.2pp | 28.85%-28.6pp |
| Employer contribution / active EE | $813 | $2,378-65.8% | $4,818-83.1% | $2,588-68.6% |
| Participant deferral / active EE | $1,979 | $2,917-32.2% | $5,680-65.2% | $4,289-53.9% |
| Admin fee / account holder | $228 | $1,261-81.9% | $13,210-98.3% | $1,587-85.6% |