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 |
|---|---|---|
DR ADVISORY SERVICES2 years Filed as: DR ADVISORY SERVICES LLC Service code 27 421 LOUDON ROAD · ALBANY, NY 12211 | Advisory (Plan) | $20,301 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $9,205 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,879 | $59,186+45.1% | $76,768+11.9% | $56,287+52.6% |
| Participation rate | 74.3% | 75.2%-1.0pp | 77.0%-2.7pp | 69.9%+4.4pp |
| Annual return | 11.70% | 6.62%+5.1pp | 2.43%+9.3pp | -9.96%+21.7pp |
| Employer contribution / active EE | $507 | $1,759-71.2% | $2,485-79.6% | $2,111-76.0% |
| Participant deferral / active EE | $5,073 | $3,255+55.9% | $3,852+31.7% | $3,350+51.5% |
| Admin fee / account holder | $292 | $489-40.3% | $6,675-95.6% | $521-43.9% |