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 |
|---|---|---|
CADARET GRANT & CO INC1 year Filed as: CADARET, GRANT & CO, INC Service code 15 · EIN 22-2361254 ONE LINCOLN CENTER · SYRACUSE, NY 13202 | Recordkeeping | $16,570 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,597 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,065 | $66,601-51.9% | $92,893-65.5% | $67,579-52.6% |
| Participation rate | 27.4% | 72.5%-45.1pp | 76.0%-48.6pp | 71.3%-43.9pp |
| Annual return | 27.34% | 92.58%-65.2pp | 109.41%-82.1pp | 378.56%-351.2pp |
| Employer contribution / active EE | $576 | $2,775-79.2% | $3,653-84.2% | $2,148-73.2% |
| Participant deferral / active EE | $822 | $3,157-74.0% | $4,236-80.6% | $3,539-76.8% |
| Admin fee / account holder | $384 | $199+92.9% | $5,794-93.4% | $142+169.6% |