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 9-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 |
|---|---|---|
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $5,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,136 | $79,013-32.7% | $100,391-47.1% | $74,495-28.7% |
| Participation rate | 98.7% | 79.5%+19.2pp | 81.5%+17.2pp | 67.2%+31.5pp |
| Annual return | 19.21% | 20.41%-1.2pp | 49.20%-30.0pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $4,484 | $3,021+48.4% | $3,942+13.8% | $2,623+70.9% |
| Participant deferral / active EE | $8,128 | $7,760+4.7% | $8,082+0.6% | $4,346+87.0% |
| Admin fee / account holder | $49 | $1,320-96.3% | $7,899-99.4% | $1,942-97.5% |