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 |
|---|---|---|
CONSUELO T. BIASIS2 years Service code 10 · EIN 52-2482051 10 GREEN ST. · ROSLYN, NY 11576 | Accounting | $9,000 |
Filed as: SECURITY ADMINISTRATORS,INC. Service code 13 · EIN 16-9201645 906 SPENCER ST. · SYRACYSE, NY 13204 | Contract Administrator | $7,915 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,079 | $60,989-39.2% | $60,874-39.1% | $66,914-44.6% |
| Participation rate | 4.6% | 74.5%-69.8pp | 73.1%-68.5pp | 69.8%-65.2pp |
| Annual return | -19.07% | -9.60%-9.5pp | 16.90%-36.0pp | 1.58%-20.7pp |
| Employer contribution / active EE | $1,480 | $2,661-44.4% | $2,701-45.2% | $2,544-41.8% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,817-100.0% | $4,237-100.0% |
| Admin fee / account holder | $222 | $338-34.5% | $3,224-93.1% | $593-62.6% |