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) | $58,800 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $30,920 |
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 | $25,577 | $47,126-45.7% | $149,673-82.9% | $74,419-65.6% |
| Participation rate | 53.5% | 63.4%-9.9pp | 78.8%-25.3pp | 70.7%-17.2pp |
| Annual return | 22.39% | 22.75%-0.4pp | 134.42%-112.0pp | 34.38%-12.0pp |
| Employer contribution / active EE | $1,163 | $1,905-39.0% | $4,818-75.9% | $2,637-55.9% |
| Participant deferral / active EE | $2,221 | $2,728-18.6% | $5,680-60.9% | $4,528-51.0% |
| Admin fee / account holder | $162 | $343-52.8% | $13,210-98.8% | $348-53.5% |