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 |
|---|---|---|
UNITED ASSETS STRATEGIES, INC2+ years Service code 28 · EIN 11-3104524 666 OLD COUNTY ROAD, STE 104 · GARDEN CITY, NY 11530 | Investment Management | $7,799 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,130 | $25,723+5.5% | $69,182-60.8% | $55,167-50.8% |
| Participation rate | 14.0% | 39.4%-25.4pp | 55.1%-41.1pp | 69.0%-54.9pp |
| Annual return | 6.80% | 9.56%-2.8pp | -21.93%+28.7pp | 169.23%-162.4pp |
| Employer contribution / active EE | $126 | $480-73.8% | $1,206-89.6% | $1,963-93.6% |
| Participant deferral / active EE | $529 | $963-45.0% | $1,897-72.1% | $3,054-82.7% |
| Admin fee / account holder | $253 | $365-30.6% | $2,697-90.6% | $504-49.8% |