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 | $911 |
OMEGA, INC3+ 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.
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 | $18,404 | $50,637-63.7% | $86,590-78.7% | $62,292-70.5% |
| Participation rate | 25.4% | 67.9%-42.5pp | 73.5%-48.2pp | 69.5%-44.2pp |
| Annual return | 15.29% | 20.80%-5.5pp | 964.84%-949.6pp | 28.90%-13.6pp |
| Employer contribution / active EE | $198 | $2,075-90.4% | $2,839-93.0% | $2,042-90.3% |
| Participant deferral / active EE | $1,289 | $2,611-50.6% | $3,609-64.3% | $3,169-59.3% |
| Admin fee / account holder | $9 | $413-97.8% | $4,906-99.8% | $479-98.1% |