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, LLC4+ years Service code 27 88 FROEHLICH FARM BLVD · WOODBURY, NY 11797 | Advisory (Plan) | $56,521 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $11,973 |
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 | $104,441 | $73,102+42.9% | $123,544-15.5% | $56,287+85.6% |
| Participation rate | 93.8% | 74.3%+19.5pp | 82.3%+11.5pp | 69.9%+24.0pp |
| Annual return | -1.68% | 3.01%-4.7pp | 119.20%-120.9pp | -9.96%+8.3pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $10,308 | $5,423+90.1% | $6,426+60.4% | $3,350+207.7% |
| Admin fee / account holder | $172 | $554-68.9% | $9,284-98.1% | $521-67.0% |