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, LLC2+ years Service code 27 88 FROEHLICH FARM BLVD · WOODBURY, NY 11797 | Advisory (Plan) | $34,425 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,869 |
Participant 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 | $84,452 | $75,183+12.3% | $123,892-31.8% | $55,167+53.1% |
| Participation rate | 96.5% | 72.8%+23.6pp | 81.4%+15.1pp | 69.0%+27.5pp |
| Annual return | 8.20% | 19.01%-10.8pp | 47.52%-39.3pp | 169.23%-161.0pp |
| Employer contribution / active EE | $9,942 | $2,823+252.1% | $4,617+115.3% | $1,963+406.6% |
| Participant deferral / active EE | $1,788 | $5,084-64.8% | $5,984-70.1% | $3,054-41.5% |
| Admin fee / account holder | $3 | $663-99.6% | $8,357-100.0% | $504-99.4% |