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, LLC3+ years Service code 27 88 FROEHLICH FARM BLVD. · WOODBURY, NY 11797 | Advisory (Plan) | $42,394 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,123 |
Employer 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 | $108,189 | $80,753+34.0% | $136,294-20.6% | $62,292+73.7% |
| Participation rate | 95.8% | 73.5%+22.2pp | 81.9%+13.9pp | 69.5%+26.3pp |
| Annual return | 35.95% | 35.83%+0.1pp | 5155.94%-5120.0pp | 28.90%+7.1pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $10,151 | $5,164+96.6% | $6,247+62.5% | $3,169+220.3% |
| Admin fee / account holder | $3 | $525-99.4% | $9,243-100.0% | $479-99.3% |