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 |
|---|---|---|
FUSION FAMILY WEALTH, LLC2 years Service code 27 88 FROELICH FARM BLVD · WOODBURY, NY 11797 | Advisory (Plan) | $18,783 |
WOLF & COMPANY, P.C.2 years Filed as: THE WOLF PENSION GROUP, LLC Service code 13 114 OLD COUNTRY ROAD · MINEOLA, NY 11501 | Contract Administrator | $849 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVING CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $463 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,501 | $91,407-22.9% | $135,903-48.1% | $71,457-1.3% |
| Participation rate | 79.6% | 75.7%+4.0pp | 81.9%-2.3pp | 67.9%+11.7pp |
| Annual return | 2.26% | 29.90%-27.6pp | 68.23%-66.0pp | 28.85%-26.6pp |
| Employer contribution / active EE | $864 | $3,703-76.7% | $4,856-82.2% | $2,588-66.6% |
| Participant deferral / active EE | $6,634 | $7,092-6.5% | $7,758-14.5% | $4,289+54.7% |
| Admin fee / account holder | $137 | $1,266-89.2% | $10,762-98.7% | $1,587-91.4% |