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) | $122,688 |
LOCAL 1102 RWDSU1 year Filed as: LOCAL 785 PENSION FUND Service code 49 · EIN 16-6062418 | Other Services | $24,103 |
ENNIS HARGADON, LLC1 year Service code 10 · EIN 47-1121653 | Accounting | $10,888 |
DAVID ROMANO1 year Filed as: DAVID A KLINE, ESQ. Service code 29 7136 EAST GENESSE STREET · FAYETTEVILLE, NY 13066 | Legal | $10,442 |
BONADIO & CO., LLP3+ years Service code 10 · EIN 16-1131146 | Accounting | $9,473 |
COMPUTERIZED BUSINESS SERVICES3+ years Filed as: COMPUTERIZED BUSINESS SERVICES, LLC Service code 49 P.O. BOX 4682 · ITHACA, NY 14852 | Other Services | $5,900 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $20,048 | $60,545-66.9% | $92,233-78.3% | $69,631-71.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 4.94% | 19.71%-14.8pp | 176.28%-171.3pp | 27571.02%-27566.1pp |
| Employer contribution / active EE | $5,072 | $2,633+92.6% | $3,679+37.8% | $2,032+149.6% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $234 | $145+61.7% | $5,194-95.5% | $110+112.0% |