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 INC2 years Filed as: CADARET, GRANT & CO, INC Service code 15 ONE LINCOLN CENTER · SYRACUSE, NY 13202 | Recordkeeping | $19,565 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,735 |
Service code 13 50 STEWART AVE · HUNTINGTON, NY 11743 | Contract Administrator | $6,829 |
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.
Employer 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.)
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 | $37,797 | $91,517-58.7% | $101,248-62.7% | $73,409-48.5% |
| Participation rate | 16.8% | 73.8%-57.0pp | 75.8%-59.0pp | 72.2%-55.4pp |
| Annual return | 15.17% | 17.17%-2.0pp | 46.47%-31.3pp | 59.29%-44.1pp |
| Employer contribution / active EE | $337 | $2,877-88.3% | $3,660-90.8% | $2,234-84.9% |
| Participant deferral / active EE | $559 | $3,338-83.3% | $4,370-87.2% | $3,805-85.3% |
| Admin fee / account holder | $471 | $216+118.4% | $5,945-92.1% | $158+198.6% |