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 ROBERT6+ years Service code 15 373 NESCONSET HIGHWAY · HAUPPAUGE, NY 11788 | Recordkeeping | $18,000 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,999 | $70,908-18.2% | $98,907-41.4% | $73,488-21.1% |
| Participation rate | 57.7% | 73.8%-16.1pp | 76.0%-18.4pp | 70.7%-13.0pp |
| Annual return | 10.14% | 34.17%-24.0pp | 196.43%-186.3pp | 28.51%-18.4pp |
| Employer contribution / active EE | $0 | $2,036-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,798 | $3,500-20.1% | $4,244-34.1% | $3,740-25.2% |
| Admin fee / account holder | $159 | $535-70.3% | $6,642-97.6% | $513-69.0% |