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 64 · EIN 71-0294708 | Recordkeeping Fees | $44,382 |
Service code 55 4250 VETERANS MEMORIAL HWY · HOLBROOK, NY 11741 | Other Commissions | $14,653 |
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 | $55,396 | $46,173+20.0% | $170,442-67.5% | $69,631-20.4% |
| Participation rate | 72.8% | 63.9%+8.9pp | 83.6%-10.8pp | 70.7%+2.1pp |
| Annual return | 15.63% | 21.62%-6.0pp | 205.93%-190.3pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $1,188 | $1,610-26.2% | $5,433-78.1% | $2,032-41.5% |
| Participant deferral / active EE | $2,762 | $2,080+32.8% | $4,939-44.1% | $3,224-14.3% |
| Admin fee / account holder | $121 | $116+4.3% | $13,880-99.1% | $110+9.5% |