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 9-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 |
|---|---|---|
THE DAVID J. YVARS GROUP3 years Filed as: THE DAVID J YVARS GROUP Service code 99 400 COLUMBUS AVENUE · VALHALLA, NY 10595 | Other Fees | $125,994 |
Filed as: CONCIERGE RETIREMENT SERVICES, INC Service code 13 7 RYE BROOK PLAZA #404 · RYE BROOK, NY 10573 | Contract Administrator | $123,823 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $41,164 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,687 | $93,351-61.8% | $62,929-43.3% | $79,634-55.2% |
| Participation rate | 41.9% | 74.6%-32.7pp | 73.1%-31.2pp | 62.5%-20.6pp |
| Annual return | 14.44% | 14.37%+0.1pp | 1063.93%-1049.5pp | 36.46%-22.0pp |
| Employer contribution / active EE | $1,557 | $3,135-50.3% | $2,505-37.8% | $2,529-38.4% |
| Participant deferral / active EE | $3,066 | $3,921-21.8% | $3,888-21.1% | $3,835-20.0% |
| Admin fee / account holder | $226 | $229-1.3% | $5,065-95.5% | $1,002-77.4% |