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 6-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, LLC2 years Service code 27 88 FROEHLICH FARM BLVD · WOODBURY, NY 11797 | Advisory (Plan) | $11,342 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $9,665 |
CREATIVE PLAN DESIGNS, LTD2 years Filed as: CREATIVE PLAN DESIGNS LTD Service code 13 90 MERRICK AVE STE 102 · EAST MEADOW, NY 115541500 | Contract Administrator | $2,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $79,140 | $89,652-11.7% | $141,162-43.9% | $65,185+21.4% |
| Participation rate | 58.2% | 74.7%-16.5pp | 82.5%-24.2pp | 70.2%-12.0pp |
| Annual return | 82.54% | 32.79%+49.7pp | 71.39%+11.1pp | 29.38%+53.2pp |
| Employer contribution / active EE | $1,750 | $3,065-42.9% | $4,735-63.0% | $2,177-19.6% |
| Participant deferral / active EE | $6,598 | $5,691+15.9% | $6,709-1.6% | $3,514+87.8% |
| Admin fee / account holder | $100 | $569-82.3% | $10,261-99.0% | $847-88.1% |