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 8-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 |
|---|---|---|
REYNOLDS CONSULTING SERVICES3 years Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Advisory (Plan) | $44,520 |
GRANT THORNTON LLP3 years Filed as: GRANT THORTON Service code 10 · EIN 36-6055558 33570 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $22,253 |
THE LAMBOS FIRM, LLP1 year Filed as: THE LAMBOS FIRM Service code 11 · EIN 13-3869409 303 SOUTH BROADWAY · TARRYTOWN, NY 10591 | Actuarial | $3,443 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,032-100.0% | - | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 9.9%-9.9pp |
| Annual return | -14.12% | 178.88%-193.0pp | 22.50%-36.6pp | -5.25%-8.9pp |
| Employer contribution / active EE | $67,594 | $21,448+215.2% | $33,849+99.7% | $15,166+345.7% |
| Participant deferral / active EE | $0 | $0 | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | - | $3,859-100.0% |