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 15 · EIN 13-3646501 100 SUMMIT LAKE DRIVE · VALHALLA, NY 10595 | Recordkeeping | $504 |
OMEGA, INC2+ years Service code 15 · EIN 16-1215016 5790 WIDWATERS PARKWAY · DEWITT, NY 13214 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,099 | $43,423-74.4% | $78,689-85.9% | $55,167-79.9% |
| Participation rate | 40.1% | 68.0%-27.9pp | 73.6%-33.5pp | 69.0%-28.9pp |
| Annual return | 6.27% | 11.53%-5.3pp | 62.18%-55.9pp | 169.23%-163.0pp |
| Employer contribution / active EE | $140 | $1,997-93.0% | $2,851-95.1% | $1,963-92.9% |
| Participant deferral / active EE | $925 | $2,509-63.1% | $3,517-73.7% | $3,054-69.7% |
| Admin fee / account holder | $34 | $416-91.8% | $4,510-99.2% | $504-93.2% |