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 |
|---|---|---|
FIRST LONG ISLAND INVESTORS, LLC1+ years Service code 28 · EIN 30-0747377 | Investment Management | $104,356 |
SACKLOW & ACOX, CPA'S, P.C.1+ years Service code 10 · EIN 22-2471543 | Accounting | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,176 | $46,745+210.6% | $60,547+139.8% | $52,331+177.4% |
| Participation rate | 100.0% | 58.6%+41.4pp | 68.0%+32.0pp | 68.1%+31.9pp |
| Annual return | 1.11% | 0.61%+0.5pp | 335.64%-334.5pp | 4.54%-3.4pp |
| Employer contribution / active EE | $4,487 | $1,259+256.4% | $2,419+85.5% | $1,882+138.4% |
| Participant deferral / active EE | $5,602 | $2,145+161.2% | $3,328+68.3% | $3,022+85.4% |
| Admin fee / account holder | $691 | $537+28.7% | $4,536-84.8% | $592+16.8% |