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 | $25,019 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $100,258 | $122,239-18.0% | $184,203-45.6% | $74,495+34.6% |
| Participation rate | 68.9% | 85.5%-16.6pp | 86.8%-17.9pp | 67.2%+1.7pp |
| Annual return | 21.11% | 19.95%+1.2pp | 28.81%-7.7pp | 1364.94%-1343.8pp |
| Employer contribution / active EE | $2,256 | $4,537-50.3% | $6,427-64.9% | $2,623-14.0% |
| Participant deferral / active EE | $3,610 | $7,139-49.4% | $9,131-60.5% | $4,346-16.9% |
| Admin fee / account holder | $250 | $1,260-80.1% | $13,901-98.2% | $1,942-87.1% |