See peer percentile detail with Solo.
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 6 RHODES DRIVE · UTICA, NY 13502 | Recordkeeping | $7,935 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,848 | $101,317-86.3% | $146,958-90.6% | $74,495-81.4% |
| Participation rate | 95.5% | 75.5%+20.0pp | 82.2%+13.4pp | 67.2%+28.3pp |
| Annual return | 13.64% | 8730.91%-8717.3pp | 418.34%-404.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,197 | $3,810-68.6% | $4,933-75.7% | $2,623-54.4% |
| Participant deferral / active EE | $4,255 | $7,303-41.7% | $8,070-47.3% | $4,346-2.1% |
| Admin fee / account holder | $38 | $1,739-97.8% | $12,998-99.7% | $1,942-98.1% |