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 |
|---|---|---|
UNGER ROBERT4+ years Service code 15 URI CONSULTING · SMITHTOWN, NY 11787 | Recordkeeping | $18,000 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,890 |
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 | $39,963 | $58,083-31.2% | $80,019-50.1% | $56,287-29.0% |
| Participation rate | 60.6% | 73.6%-13.1pp | 75.8%-15.3pp | 69.9%-9.3pp |
| Annual return | -4.37% | 34.61%-39.0pp | 11.22%-15.6pp | -9.96%+5.6pp |
| Employer contribution / active EE | $0 | $1,932-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,828 | $3,135-9.8% | $3,686-23.3% | $3,350-15.6% |
| Admin fee / account holder | $111 | $623-82.3% | $6,521-98.3% | $521-78.8% |