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 10-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 |
|---|---|---|
Service code 27 855 FRANKLIN AVENUE · GARDEN CITY, NY 115304548 | Advisory (Plan) | $21,254 |
Service code 12 · EIN 48-1205033 | Direct payment from the plan; Recordk... | $8,547 |
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 | $20,006 | $37,196-46.2% | $154,107-87.0% | $55,725-64.1% |
| Participation rate | 57.2% | 64.1%-6.9pp | 83.0%-25.8pp | 70.9%-13.7pp |
| Annual return | -5.96% | 1319.68%-1325.6pp | 735.12%-741.1pp | 244.93%-250.9pp |
| Employer contribution / active EE | $864 | $1,614-46.4% | $5,298-83.7% | $2,078-58.4% |
| Participant deferral / active EE | $1,328 | $2,068-35.8% | $5,081-73.9% | $3,356-60.4% |
| Admin fee / account holder | $131 | $102+29.1% | $13,411-99.0% | $115+13.9% |