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 |
|---|---|---|
FUSION FAMILY WEALTH, LLC10+ years Service code 27 88 FROELICH FARM BLVD. · WOODBURY, NY 11797 | Advisory (Plan) | $76,436 |
AMERICAN FUNDS8 years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $16,477 |
CREATIVE PLAN DESIGNS, LTD3 years Service code 13 90 MERRICK AVENUE · EAST MEADOW, NY 11554 | Contract Administrator | $5,100 |
BPAS1 year Service code 13 6 RHOADS DR STE 7 · UTICA, NY 13502 | Contract Administrator | $1,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,840 | $106,028+14.0% | $146,958-17.8% | $77,643+55.6% |
| Participation rate | 58.4% | 78.4%-20.0pp | 82.2%-23.7pp | 70.6%-12.2pp |
| Annual return | 14.91% | 56.73%-41.8pp | 418.34%-403.4pp | 31.24%-16.3pp |
| Employer contribution / active EE | $2,003 | $4,063-50.7% | $4,933-59.4% | $2,726-26.5% |
| Participant deferral / active EE | $7,769 | $7,990-2.8% | $8,070-3.7% | $4,647+67.2% |
| Admin fee / account holder | $252 | $337-25.3% | $12,998-98.1% | $430-41.4% |