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 GROUP2+ years Service code 49 400 COLUMBUS AVENUE · VALHALLA, NY 10595 | Other Services | $41,912 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 15 · EIN 95-6817943 | Recordkeeping | $12,020 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,151 | $74,552-78.3% | $62,995-74.4% | $69,631-76.8% |
| Participation rate | 94.9% | 78.3%+16.6pp | 74.8%+20.1pp | 70.7%+24.2pp |
| Annual return | 15.86% | 15.77%+0.1pp | 87.57%-71.7pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $1,837 | $2,929-37.3% | $2,759-33.4% | $2,032-9.6% |
| Participant deferral / active EE | $2,912 | $2,974-2.1% | $3,329-12.5% | $3,224-9.7% |
| Admin fee / account holder | $58 | $59-1.6% | $3,600-98.4% | $110-47.1% |