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 |
|---|---|---|
NICOLA, YESTER & COMPANY, P.C.1+ years Filed as: NICOLA, YESTER COMPANY P.C. Service code 10 223 EASTERN BLVD · GLASTONBURY, CT 06033 | Accounting | $15,000 |
Service code 37 · EIN 35-0145825 | Loan Processing | $3,110 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $38,003 | $52,681-27.9% | $75,781-49.9% | $59,632-36.3% |
| Participation rate | 68.5% | 67.2%+1.3pp | 75.8%-7.3pp | 68.7%-0.2pp |
| Annual return | -3.80% | 2.95%-6.8pp | 9.68%-13.5pp | 2041.28%-2045.1pp |
| Employer contribution / active EE | $1,780 | $2,193-18.9% | $3,323-46.4% | $2,203-19.2% |
| Participant deferral / active EE | $3,326 | $2,591+28.4% | $3,651-8.9% | $3,192+4.2% |
| Admin fee / account holder | $155 | $3,610-95.7% | $5,299-97.1% | $4,297-96.4% |