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 |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS3 years Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $40,929 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $40,539 | $66,098-38.7% | $101,794-60.2% | $74,304-45.4% |
| Participation rate | 45.3% | 53.8%-8.5pp | 69.2%-23.9pp | 60.3%-15.1pp |
| Annual return | 11.20% | 19.59%-8.4pp | 30.53%-19.3pp | 29.43%-18.2pp |
| Employer contribution / active EE | $714 | $1,082-34.0% | $2,289-68.8% | $2,241-68.1% |
| Participant deferral / active EE | $1,082 | $2,781-61.1% | $4,084-73.5% | $3,767-71.3% |
| Admin fee / account holder | $333 | $4,146-92.0% | $8,777-96.2% | $2,969-88.8% |