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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 4 WORLD FINANCIAL CENTER 250 VESEY · NEW YORK, NY 10281 | Securities Custodian | $13,619 |
D'ARCANGELO & CO., LLP10+ years Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 135025950 | Accounting | $9,200 |
BLITMAN & KING10+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 443 N. FRANKLIN STREET · SYRACUSE, NY 13204 | Legal | $6,527 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,917-100.0% | $103,333-100.0% | $77,643-100.0% |
| Participation rate | 0.0% | 71.6%-71.6pp | 74.5%-74.5pp | 70.6%-70.6pp |
| Annual return | 11.68% | 19.13%-7.4pp | 24.88%-13.2pp | 31.24%-19.6pp |
| Employer contribution / active EE | $6,165 | $3,552+73.6% | $3,868+59.4% | $2,726+126.2% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $8,355-100.0% | $430-100.0% |