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 SERVICES6 years Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Advisory (Plan) | $78,401 |
GRANT THORNTON LLP6 years Filed as: GRANT THORTON Service code 10 · EIN 36-6055558 33570 TREASURY CENTER · CHCAGO, IL 60694 | Accounting | $27,825 |
THE LAMBOS FIRM, LLP4 years Filed as: THE LAMBOS FIRM Service code 11 · EIN 13-3869409 303 SOUTH BROADWAY · TARRYTOWN, NY 10591 | Actuarial | $4,699 |
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 | $49,655-100.0% | - | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 17.1%-17.1pp |
| Annual return | 12.99% | 8.91%+4.1pp | 16.77%-3.8pp | 9.82%+3.2pp |
| Employer contribution / active EE | $71,118 | $19,417+266.3% | $28,306+151.2% | $13,587+423.4% |
| Participant deferral / active EE | $0 | $0 | $40-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |