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 27 88 FROELICH FARM BLVD · WOODBURY, NY 11797 | Advisory (Plan) | $19,761 |
WOLF & COMPANY, P.C.1 year Filed as: THE WOLF PENSION GROUP, LLC Service code 13 114 OLD COUNTRY ROAD · MINEOLA, NY 115014410 | Contract Administrator | $877 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVING CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $462 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,365 | $84,487+2.2% | $125,339-31.1% | $66,914+29.1% |
| Participation rate | 72.8% | 76.4%-3.6pp | 82.4%-9.6pp | 69.8%+3.0pp |
| Annual return | -10.19% | -8.39%-1.8pp | 572.05%-582.2pp | 1.58%-11.8pp |
| Employer contribution / active EE | $1,005 | $3,553-71.7% | $4,814-79.1% | $2,544-60.5% |
| Participant deferral / active EE | $7,110 | $6,781+4.8% | $7,446-4.5% | $4,237+67.8% |
| Admin fee / account holder | $188 | $685-72.5% | $10,010-98.1% | $593-68.3% |