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 49 1363 ROUTE 9G · HYDE PARK, NY 12538 | Other Services | $7,685 |
UHY LLP1 year Filed as: UHY, LLP Service code 10 · EIN 20-0694403 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,180 | $50,815-62.3% | $155,509-87.7% | $77,643-75.3% |
| Participation rate | 48.0% | 63.1%-15.1pp | 78.2%-30.2pp | 70.6%-22.6pp |
| Annual return | 9.34% | 34.80%-25.5pp | 64.67%-55.3pp | 31.24%-21.9pp |
| Employer contribution / active EE | $1,022 | $1,993-48.7% | $4,672-78.1% | $2,726-62.5% |
| Participant deferral / active EE | $221 | $2,822-92.2% | $5,626-96.1% | $4,647-95.2% |
| Admin fee / account holder | $54 | $437-87.6% | $15,912-99.7% | $430-87.4% |