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 | $96,018-62.8% | $65,493-45.5% | $85,563-58.3% |
| Participation rate | 41.9% | 74.8%-32.9pp | 73.1%-31.2pp | 66.0%-24.0pp |
| Annual return | 14.44% | 14.51%-0.1pp | 982.45%-968.0pp | 31.51%-17.1pp |
| Employer contribution / active EE | $1,557 | $3,235-51.9% | $2,574-39.5% | $2,654-41.3% |
| Participant deferral / active EE | $3,066 | $4,055-24.4% | $3,961-22.6% | $4,375-29.9% |
| Admin fee / account holder | $226 | $271-16.4% | $5,028-95.5% | $834-72.9% |