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 |
|---|---|---|
AVRAM Y. KATZ5 years Service code 99 · EIN 22-2000222 | Other Fees | $52,000 |
Filed as: PRIVATE ADVISOR GROUP, LLC Service code 99 · EIN 27-3463733 | Other Fees | $38,525 |
Filed as: NORTHEAST PROFESSIONAL PLANNING GRO Service code 49 494 SYCAMORE AVE, SUITE 100 · SHREWSBURY, NJ 07702 | Other Services | $35,335 |
FORVIS MAZARS, LLP1 year Filed as: MAZARS USA, LLP Service code 99 · EIN 44-4000444 | Other Fees | $22,000 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $15,643 |
Filed as: CONSULTING ACTUARIES INCORPORATED Service code 49 330 PASSAIC AVENUE, SUITE 100 · FAIRFIELD, NJ 07004 | Other Services | $13,030 |
Service code 99 · EIN 11-1000111 | Other Fees | $8,221 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $340,539 | $84,487+303.1% | $125,339+171.7% | $66,914+408.9% |
| Participation rate | 96.1% | 76.4%+19.7pp | 82.4%+13.7pp | 69.8%+26.3pp |
| Annual return | -13.89% | -8.39%-5.5pp | 572.05%-585.9pp | 1.58%-15.5pp |
| Employer contribution / active EE | $14,008 | $3,553+294.3% | $4,814+191.0% | $2,544+450.6% |
| Participant deferral / active EE | $9,203 | $6,781+35.7% | $7,446+23.6% | $4,237+117.2% |
| Admin fee / account holder | $472 | $685-31.1% | $10,010-95.3% | $593-20.4% |