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 | $25,108 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,449 | $52,953-44.4% | $172,739-83.0% | $65,185-54.8% |
| Participation rate | 35.3% | 66.2%-30.9pp | 82.6%-47.3pp | 70.2%-34.9pp |
| Annual return | 25.46% | 30.12%-4.7pp | 802.84%-777.4pp | 29.38%-3.9pp |
| Employer contribution / active EE | $446 | $2,190-79.6% | $5,143-91.3% | $2,177-79.5% |
| Participant deferral / active EE | $1,875 | $2,471-24.1% | $5,198-63.9% | $3,514-46.6% |
| Admin fee / account holder | $270 | $472-42.8% | $13,954-98.1% | $847-68.1% |