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 |
|---|---|---|
Service code 17 · EIN 11-3479163 300 GARDEN CITY PLAZA · GARDEN CITY, NY 11530 | Pension Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,533 | $52,293+34.9% | $178,490-60.5% | $73,409-3.9% |
| Participation rate | 47.0% | 65.3%-18.3pp | 81.9%-34.9pp | 72.2%-25.2pp |
| Annual return | 12.24% | 34.75%-22.5pp | 151.07%-138.8pp | 59.29%-47.0pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,634 | $2,332+12.9% | $5,202-49.4% | $3,805-30.8% |
| Admin fee / account holder | $33 | $127-74.5% | $13,984-99.8% | $158-79.4% |