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 | $5,648 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,612 | $61,272+33.2% | $149,673-45.5% | $71,457+14.2% |
| Participation rate | 46.5% | 62.5%-16.0pp | 78.8%-32.3pp | 67.9%-21.4pp |
| Annual return | 14.07% | 35.85%-21.8pp | 134.42%-120.3pp | 28.85%-14.8pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,503 | $2,917+20.1% | $5,680-38.3% | $4,289-18.3% |
| Admin fee / account holder | $41 | $1,261-96.8% | $13,210-99.7% | $1,587-97.4% |