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 |
|---|---|---|
C AND R CONSUTLING INC1 year Service code 13 · EIN 13-3953536 1501 BROADWAY · NEW YORK, NY 10036 | Contract Administrator | $13,166 |
QUAN-VEST CONSULTANTS, INC.7 years Filed as: QUAN VEST CONSULTANTS Service code 28 · EIN 11-2559668 300 PLANDOME RD · MANHASSET, NY 11030 | Investment Management | $12,996 |
Filed as: MARSHALL & MOSS ADMIN SERVICES, INC Service code 13 · EIN 81-2845805 1400 OLD COUNTRY RD · WESTBURY, NY 11590 | Contract Administrator | $11,650 |
DONALD R VALANE CPA PC8 years Service code 10 · EIN 11-3496023 1652 FALMOUTH AVENUE · NEW HYDE PARK, NY 11040 | Accounting | $7,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,186 | $106,584+36.2% | $101,326+43.3% | $142,382+2.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 8.38% | 36.93%-28.5pp | 36.82%-28.4pp | 217.08%-208.7pp |
| Employer contribution / active EE | $7,943 | $3,956+100.8% | $3,665+116.7% | $4,299+84.8% |
| Participant deferral / active EE | $0 | $8,297-100.0% | $7,994-100.0% | $6,507-100.0% |
| Admin fee / account holder | $9,786 | $11,446-14.5% | $11,185-12.5% | $12,624-22.5% |