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 SERVICES4 years Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD SUITE 205 · HICKSVILLE, NY 11801 | Advisory (Plan) | $44,520 |
GRANT THORNTON LLP4 years Filed as: GRANT THORTON Service code 10 · EIN 36-6055558 33570 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $25,200 |
THE LAMBOS FIRM, LLP2 years Filed as: THE LAMBOS FIRM Service code 11 · EIN 13-3869409 303 SOUTH BROADWAY SUITE 410 · TARRYTOWN, NY 10591 | Actuarial | $2,217 |
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.
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 | $282,865-100.0% | $7,193,366-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 12.4%-12.4pp |
| Annual return | 13.43% | 10.19%+3.2pp | 78.53%-65.1pp | 9.89%+3.5pp |
| Employer contribution / active EE | $62,053 | $17,053+263.9% | $31,628+96.2% | $14,313+333.5% |
| Participant deferral / active EE | $0 | $0 | $101-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $75,389-100.0% | $9,084-100.0% |