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 8-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 ADMIN SERVICES Service code 15 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $4,569 |
COMMUNITY BANK, NA1 year Filed as: COMMUNITY INVESTMENT SERVICES, INC. Service code 26 5790 WIDEWATERS PKWY · DEWITT, NY 13214 | Advisory (Participants) | $1,318 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,556 | $67,703-88.8% | $127,761-94.1% | $65,185-88.4% |
| Participation rate | 78.8% | 74.5%+4.3pp | 79.0%-0.2pp | 70.2%+8.6pp |
| Annual return | 106.97% | 24.36%+82.6pp | 26.14%+80.8pp | 29.38%+77.6pp |
| Employer contribution / active EE | $0 | $3,724-100.0% | $4,574-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,918 | $4,787-39.0% | $6,021-51.5% | $3,514-17.0% |
| Admin fee / account holder | $60 | $618-90.3% | $9,395-99.4% | $847-92.9% |