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 INC4 years Filed as: CADARET, GRANT & CO., INC. Service code 13 110 W. FAYETTE ST · SYRACUSE, NY 13202 | Contract Administrator | $12,703 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $12,020 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,610 | $37,393-31.5% | $77,024-66.8% | $66,914-61.7% |
| Participation rate | 80.4% | 52.9%+27.5pp | 67.9%+12.5pp | 69.8%+10.6pp |
| Annual return | -17.31% | -3.29%-14.0pp | 42.32%-59.6pp | 1.58%-18.9pp |
| Employer contribution / active EE | $183 | $1,531-88.0% | $2,812-93.5% | $2,544-92.8% |
| Participant deferral / active EE | $1,632 | $2,617-37.6% | $4,426-63.1% | $4,237-61.5% |
| Admin fee / account holder | $159 | $567-72.0% | $5,425-97.1% | $593-73.3% |