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 |
|---|---|---|
Filed as: WEALTH ENHANCEMENT GROUP Service code 27 724 LONG ISLAND AVENUE · DEER PARK, NY 11729 | Advisory (Plan) | $87,707 |
ASCENSUS LLC9+ years Filed as: ASCENSUS, INC. Service code 15 · EIN 11-3665754 | Recordkeeping | $47,317 |
Filed as: MILLENIUM INVESTMENT & RETIREMENT Service code 31 13850 BALLANTYNE CORPORATE PLACE · CHARLOTTE, NC 28277 | Named fiduciary | $1,750 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,607 | $53,136-74.4% | $155,509-91.3% | $199,593-93.2% |
| Participation rate | 95.0% | 64.1%+30.9pp | 78.2%+16.8pp | 72.0%+23.0pp |
| Annual return | 13.10% | 41.15%-28.0pp | 64.67%-51.6pp | 34.25%-21.1pp |
| Employer contribution / active EE | $316 | $1,851-82.9% | $4,672-93.2% | $3,034-89.6% |
| Participant deferral / active EE | $895 | $3,161-71.7% | $5,626-84.1% | $5,087-82.4% |
| Admin fee / account holder | $102 | $185-45.0% | $15,912-99.4% | $269-62.1% |