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 ROBERT7+ years Service code 15 373 NESCONSET HIGHWAY · HAUPPAUGE, NY 11788 | Recordkeeping | $19,079 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,565 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,924 | $79,428-20.8% | $106,548-40.9% | $79,386-20.7% |
| Participation rate | 58.3% | 74.1%-15.9pp | 76.1%-17.9pp | 70.7%-12.4pp |
| Annual return | 13.47% | 18.27%-4.8pp | 26.80%-13.3pp | 116.85%-103.4pp |
| Employer contribution / active EE | $0 | $2,234-100.0% | $2,819-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,531 | $3,823-7.6% | $4,398-19.7% | $4,046-12.7% |
| Admin fee / account holder | $163 | $523-68.9% | $7,407-97.8% | $626-74.1% |