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 10-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 |
|---|---|---|
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $15,715 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,084 | $54,701-45.0% | $86,188-65.1% | $71,457-57.9% |
| Participation rate | 82.4% | 60.1%+22.3pp | 69.0%+13.4pp | 67.9%+14.5pp |
| Annual return | 11.07% | 20.06%-9.0pp | 1168.45%-1157.4pp | 28.85%-17.8pp |
| Employer contribution / active EE | $1,211 | $1,265-4.3% | $2,380-49.1% | $2,588-53.2% |
| Participant deferral / active EE | $1,958 | $3,108-37.0% | $3,985-50.9% | $4,289-54.3% |
| Admin fee / account holder | $289 | $1,922-85.0% | $6,852-95.8% | $1,587-81.8% |