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 |
|---|---|---|
GROSSMAN YANAK & FORD LLP6 years Filed as: GROSSMAN ST. AMOUR CPA PLLC Service code 10 ONE LINCOLN CENTER · SYRACUSE, NY 132021387 | Accounting | $11,994 |
ACTUARIAL PENSION ANALYSTS, INC.7+ years Filed as: ACTUARIAL PENSION ANALYSTS Service code 12 7000 E GENESEE ST · FAYETTEVILLE, NY 13066 | Consulting (general); Participant loa... | $6,505 |
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $830 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,846 | $78,672+4.0% | $109,143-25.0% | $85,850-4.7% |
| Participation rate | 77.3% | 68.3%+9.0pp | 75.9%+1.4pp | 69.3%+8.0pp |
| Annual return | 12.02% | 25.09%-13.1pp | 25.75%-13.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,448 | $2,735-47.1% | $3,722-61.1% | $2,565-43.6% |
| Participant deferral / active EE | $4,344 | $3,467+25.3% | $4,653-6.7% | $3,952+9.9% |
| Admin fee / account holder | $595 | $5,469-89.1% | $6,752-91.2% | $6,260-90.5% |