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 |
|---|---|---|
Service code 27 · EIN 26-1694165 | Advisory (Plan) | $60,887 |
LORD ABBETT1+ years Filed as: LORD ABBETT & CO. LLC Service code 26 · EIN 13-5620131 | Advisory (Participants) | $31,536 |
TERRY L. CLARK1+ years Service code 30 · EIN 16-1605797 | Employee (plan) | $27,790 |
DAVID ROMANO1+ years Filed as: DAVID A. KLINE, ESQ Service code 29 7136 EAST GENESSE STREET · FAYETTEVILLE, NY 13066 | Legal | $19,942 |
LABORERS FUND ADMINISTRATION1+ years Filed as: LABORERS LOCAL 589 PENSION FUND Service code 99 · EIN 16-6062418 | Other Fees | $10,961 |
ENNIS HARGADON, LLC1+ years Filed as: ENNIS, HARGADON, LLC Service code 10 · EIN 47-1121653 | Accounting | $10,823 |
COMPUTERIZED BUSINESS SERVICES1+ years Filed as: COMPUTERIZED BUSINESS SERVICES, LLC Service code 15 1312 TRIPHAMMER TERRACE · ITHACA, NY 14850 | Recordkeeping | $10,750 |
BONADIO & CO., LLP1+ years Service code 10 · EIN 16-1131146 | Accounting | $5,735 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,315 | $50,498-67.7% | $75,781-78.5% | $55,191-70.4% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | 1.82% | 1.80%0pp | 9.68%-7.9pp | 10.78%-9.0pp |
| Employer contribution / active EE | $3,831 | $2,291+67.3% | $3,323+15.3% | $1,899+101.8% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,651-100.0% | $3,046-100.0% |
| Admin fee / account holder | $183 | $123+48.6% | $5,299-96.6% | $91+101.4% |