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 ROBERT5+ years Service code 15 URI CONSULTING · SMITHTOWN, NY 11787 | Recordkeeping | $18,000 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,891 |
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 | $62,843 | $66,310-5.2% | $93,606-32.9% | $65,185-3.6% |
| Participation rate | 50.8% | 74.0%-23.2pp | 75.8%-25.0pp | 70.2%-19.4pp |
| Annual return | 21.19% | 42.58%-21.4pp | 32.76%-11.6pp | 29.38%-8.2pp |
| Employer contribution / active EE | $0 | $2,012-100.0% | $2,718-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,337 | $3,342-30.1% | $4,069-42.6% | $3,514-33.5% |
| Admin fee / account holder | $172 | $6,897-97.5% | $7,888-97.8% | $847-79.7% |