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 13-3323430 P.O. BOX 58 · MOUNTAINVILLE, NY 10953 | Recordkeeping | $83,446 |
Service code 12 · EIN 13-3689044 440 MAMORANECK AVENUE · HARRISON, NY 10528 | Investment management; Recordkeeping ... | $32,603 |
MARVIN AND COMPANY, P.C.1 year Filed as: MARVIN & COMPANY, PC Service code 10 · EIN 14-1567343 11 BRITISH AMERICAN BLVD · LATHAM, NY 12110 | Accounting | $15,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,146 | $60,545-0.7% | $92,233-34.8% | $69,631-13.6% |
| Participation rate | 42.3% | 72.2%-29.8pp | 76.5%-34.2pp | 70.7%-28.4pp |
| Annual return | 13.23% | 19.71%-6.5pp | 176.28%-163.0pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $5,117 | $2,633+94.3% | $3,679+39.1% | $2,032+151.8% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $175 | $145+21.0% | $5,194-96.6% | $110+58.6% |