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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CADARET GRANT & CO INC5+ years Filed as: CADARET GRANT AND CO., INC. Service code 55 | Other Commissions | $9,246 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 · EIN 93-1225432 | Recordkeeping Fees | $7,124 |
Service code 13 | Contract Administrator | $4,507 |
CADARET GRANT & CO INC6+ years Filed as: CADARET GRANT & CO., INC. Service code 55 1 LINCOLN CENTER, 5TH FLOOR · SYRACUSE, NY 13202 | Other Commissions | $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,170 | $72,554-18.4% | $138,135-57.2% | $73,488-19.5% |
| Participation rate | 47.3% | 74.8%-27.6pp | 78.7%-31.4pp | 70.7%-23.4pp |
| Annual return | 13.29% | 17.50%-4.2pp | 20.51%-7.2pp | 28.51%-15.2pp |
| Employer contribution / active EE | $474 | $3,511-86.5% | $5,587-91.5% | $2,270-79.1% |
| Participant deferral / active EE | $1,670 | $4,908-66.0% | $6,431-74.0% | $3,740-55.4% |
| Admin fee / account holder | $132 | $464-71.6% | $11,856-98.9% | $513-74.3% |