Filed November 13, 2023
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 |
|---|---|---|
THE DAVID J. YVARS GROUP3 years Service code 26 400 COLUMBUS AVE. · VALHALLA, NY 10595 | Advisory (Participants) | $15,691 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,403 | $65,061-74.8% | $143,757-88.6% | $66,914-75.5% |
| Participation rate | 44.1% | 65.2%-21.1pp | 80.3%-36.2pp | 69.8%-25.7pp |
| Annual return | -13.96% | -11.14%-2.8pp | -0.04%-13.9pp | 1.58%-15.5pp |
| Employer contribution / active EE | $429 | $2,361-81.8% | $4,951-91.3% | $2,544-83.1% |
| Participant deferral / active EE | $817 | $2,919-72.0% | $5,637-85.5% | $4,237-80.7% |
| Admin fee / account holder | $128 | $502-74.5% | $14,673-99.1% | $593-78.4% |