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 |
|---|---|---|
Filed as: ADIRONDACK FINANCIAL SERVICES Service code 26 185 GENESEE STREET, SUITE 210 · UTICA, NY 13501 | Advisory (Participants) | $43,989 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $24,422 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,868 | $46,292-57.1% | $143,757-86.2% | $64,808-69.3% |
| Participation rate | 49.5% | 64.2%-14.8pp | 80.3%-30.8pp | 71.5%-22.0pp |
| Annual return | -10.00% | -10.05%0pp | -0.04%-10.0pp | 32.82%-42.8pp |
| Employer contribution / active EE | $988 | $1,910-48.2% | $4,951-80.0% | $2,506-60.6% |
| Participant deferral / active EE | $1,934 | $2,646-26.9% | $5,637-65.7% | $4,310-55.1% |
| Admin fee / account holder | $138 | $154-10.5% | $14,673-99.1% | $188-26.7% |