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 | $20,447 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,474 | $130,194-39.0% | $169,993-53.2% | $71,457+11.2% |
| Participation rate | 74.8% | 86.1%-11.4pp | 87.0%-12.2pp | 67.9%+6.9pp |
| Annual return | 20.63% | 20.37%+0.3pp | 53.37%-32.7pp | 28.85%-8.2pp |
| Employer contribution / active EE | $2,431 | $4,381-44.5% | $6,785-64.2% | $2,588-6.1% |
| Participant deferral / active EE | $3,879 | $6,923-44.0% | $10,408-62.7% | $4,289-9.6% |
| Admin fee / account holder | $200 | $966-79.2% | $12,815-98.4% | $1,587-87.4% |