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 | $100,970+43.8% | $96,576+50.3% | $137,256+5.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 8.38% | 38.16%-29.8pp | 38.47%-30.1pp | 220.34%-212.0pp |
| Employer contribution / active EE | $7,943 | $3,809+108.5% | $3,553+123.5% | $4,156+91.1% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $9,786 | $11,312-13.5% | $11,381-14.0% | $12,270-20.2% |