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 |
|---|---|---|
ACCRUED BENEFITS PLANNING, LTD.1+ years Service code 13 · EIN 11-2882237 42 GRASSY POND DRIVE · SMITHTOWN, NY 11787 | Contract Administrator | $0 |
Filed as: NEW YORK LIFE INSURANCE COMPANY Service code 27 · EIN 13-5582869 51 MADISON AVENUE · NEW YORK, NY 10010 | Advisory (Plan) | $0 |
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 | $53,834 | $54,320-0.9% | $67,652-20.4% | $52,331+2.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | 4.33% | 6.81%-2.5pp | 6625.04%-6620.7pp | 4.54%-0.2pp |
| Employer contribution / active EE | $5,012 | $1,544+224.7% | $2,266+121.2% | $1,882+166.3% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $272 | $527-48.3% | $4,821-94.4% | $592-54.0% |