Filed April 28, 2026
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 7-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 PLANS ADMINISTRATIVE SVC Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · NEW YORK, NY 135026374 | Recordkeeping | $19,493 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,573 | $47,977-55.0% | $154,107-86.0% | $56,287-61.7% |
| Participation rate | 37.2% | 66.2%-29.0pp | 83.0%-45.9pp | 69.9%-32.7pp |
| Annual return | -7.71% | 3.54%-11.3pp | 735.12%-742.8pp | -9.96%+2.2pp |
| Employer contribution / active EE | $435 | $2,169-79.9% | $5,298-91.8% | $2,111-79.4% |
| Participant deferral / active EE | $1,902 | $2,392-20.5% | $5,081-62.6% | $3,350-43.2% |
| Admin fee / account holder | $217 | $438-50.6% | $13,411-98.4% | $521-58.4% |