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.2+ 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.
Annual investment return 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 | $52,491 | $60,165-12.8% | $74,183-29.2% | $55,167-4.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 4.20% | 10.00%-5.8pp | 17.74%-13.5pp | 169.23%-165.0pp |
| Employer contribution / active EE | $5,076 | $1,600+217.3% | $2,370+114.2% | $1,963+158.6% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $270 | $419-35.6% | $5,586-95.2% | $504-46.4% |