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 |
|---|---|---|
CADARET GRANT & CO INC2 years Filed as: CADARET, GRANT & CO., INC. Service code 26 110 W. FAYETTE ST · SYRACUSE, NY 13202 | Advisory (Participants) | $10,097 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,353 | $43,133+9.8% | $89,391-47.0% | $73,488-35.6% |
| Participation rate | 43.6% | 55.0%-11.3pp | 68.0%-24.4pp | 70.7%-27.1pp |
| Annual return | 18.21% | 135.66%-117.4pp | 245.62%-227.4pp | 28.51%-10.3pp |
| Employer contribution / active EE | $221 | $1,438-84.7% | $2,586-91.5% | $2,270-90.3% |
| Participant deferral / active EE | $1,826 | $2,445-25.3% | $3,890-53.0% | $3,740-51.2% |
| Admin fee / account holder | $180 | $444-59.5% | $4,881-96.3% | $513-65.0% |