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 ROBERT8+ years Service code 15 373 NESCONSET HIGHWAY · HAUPPAUGE, NY 11788 | Recordkeeping | $19,535 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,011 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $51,313 | $72,607-29.3% | $90,749-43.5% | $66,914-23.3% |
| Participation rate | 64.5% | 73.7%-9.2pp | 75.7%-11.2pp | 69.8%-5.3pp |
| Annual return | -15.04% | -12.28%-2.8pp | -12.16%-2.9pp | 1.58%-16.6pp |
| Employer contribution / active EE | $56 | $2,369-97.6% | $2,921-98.1% | $2,544-97.8% |
| Participant deferral / active EE | $3,815 | $3,977-4.1% | $4,564-16.4% | $4,237-10.0% |
| Admin fee / account holder | $167 | $707-76.4% | $8,445-98.0% | $593-71.8% |