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 INC5 years Filed as: CADARET, GRANT & CO., INC. Service code 13 110 W. FAYETTE ST · SYRACUSE, NY 13202 | Contract Administrator | $13,254 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $4,888 |
Filed as: JOHN HANCOCK Service code 15 · EIN 80-0709115 | Recordkeeping | $4,732 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,732 | $41,078-13.0% | $80,569-55.7% | $71,457-50.0% |
| Participation rate | 70.9% | 50.2%+20.7pp | 67.0%+3.9pp | 67.9%+3.0pp |
| Annual return | 16.04% | 38.45%-22.4pp | 935.43%-919.4pp | 28.85%-12.8pp |
| Employer contribution / active EE | $347 | $1,506-76.9% | $2,723-87.2% | $2,588-86.6% |
| Participant deferral / active EE | $1,661 | $2,699-38.5% | $4,447-62.7% | $4,289-61.3% |
| Admin fee / account holder | $155 | $1,840-91.6% | $5,377-97.1% | $1,587-90.2% |