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 8-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 |
|---|---|---|
FUSION FAMILY WEALTH, LLC1+ years Service code 27 88 FROEHLICH FARM BLVD STE 401 · WOODBURY, NY 11797 | Advisory (Plan) | $32,113 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,960 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $74,325 | $70,002+6.2% | $115,037-35.4% | $52,331+42.0% |
| Participation rate | 91.1% | 72.1%+19.0pp | 81.4%+9.7pp | 68.1%+23.0pp |
| Annual return | -1.06% | 4.04%-5.1pp | 26.14%-27.2pp | 4.54%-5.6pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $8,432 | $4,920+71.4% | $6,026+39.9% | $3,022+179.0% |
| Admin fee / account holder | $3 | $566-99.5% | $8,175-100.0% | $592-99.5% |