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 |
|---|---|---|
DUMONT & BLAKE INVESTMENT ADVISORS11+ years Service code 16 · EIN 22-3675264 | Consulting | $50,918 |
FORVIS MAZARS, LLP1 year Service code 16 · EIN 44-0160260 | Consulting | $24,150 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $277 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,137 | $100,923+206.3% | $150,045+106.0% | $74,304+316.0% |
| Participation rate | 95.8% | 70.1%+25.7pp | 82.3%+13.5pp | 60.3%+35.4pp |
| Annual return | 15.10% | 51.77%-36.7pp | 62.55%-47.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $5,617 | $3,463+62.2% | $4,693+19.7% | $2,241+150.6% |
| Participant deferral / active EE | $11,520 | $6,709+71.7% | $7,997+44.1% | $3,767+205.8% |
| Admin fee / account holder | $298 | $2,767-89.2% | $13,435-97.8% | $2,969-90.0% |