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 |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $76,063 |
Service code 27 11 BALMVILLE RD · NEWBURGH, NY 12550 | Advisory (Plan) | $65,353 |
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 | $24,952 | $47,126-47.1% | $149,673-83.3% | $74,419-66.5% |
| Participation rate | 66.3% | 63.4%+2.9pp | 78.8%-12.5pp | 70.7%-4.5pp |
| Annual return | 13.40% | 22.75%-9.4pp | 134.42%-121.0pp | 34.38%-21.0pp |
| Employer contribution / active EE | $1,932 | $1,905+1.4% | $4,818-59.9% | $2,637-26.7% |
| Participant deferral / active EE | $1,721 | $2,728-36.9% | $5,680-69.7% | $4,528-62.0% |
| Admin fee / account holder | $208 | $343-39.4% | $13,210-98.4% | $348-40.3% |