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 6-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 |
|---|---|---|
Filed as: BENEFIT PLAN ADMIN SERVICES Service code 17 · EIN 16-1503696 6 RHOADS DR., · UTICA, NY 13502 | Pension Consulting | $19,135 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,893 | $121,341-48.2% | $189,513-66.8% | $79,386-20.8% |
| Participation rate | 82.1% | 86.1%-4.0pp | 87.8%-5.7pp | 70.7%+11.4pp |
| Annual return | 25.78% | 21.08%+4.7pp | 555.15%-529.4pp | 116.85%-91.1pp |
| Employer contribution / active EE | $2,217 | $3,915-43.4% | $6,162-64.0% | $2,427-8.7% |
| Participant deferral / active EE | $3,614 | $6,395-43.5% | $8,221-56.0% | $4,046-10.7% |
| Admin fee / account holder | $169 | $651-74.0% | $12,045-98.6% | $626-73.0% |