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 |
|---|---|---|
DANZIGER & MARKHOFF LLP6 years Service code 49 · EIN 13-3010201 1133 WESTCHESTER AVE. · WHITE PLAINS, NY 10604 | Other Services | $16,987 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,460 | $50,127-15.3% | $149,673-71.6% | $80,160-47.0% |
| Participation rate | 37.9% | 64.3%-26.4pp | 78.8%-40.9pp | 72.9%-35.0pp |
| Annual return | 25.46% | 29.82%-4.4pp | 134.42%-109.0pp | 40.38%-14.9pp |
| Employer contribution / active EE | $327 | $1,865-82.4% | $4,818-93.2% | $2,978-89.0% |
| Participant deferral / active EE | $2,775 | $3,194-13.1% | $5,680-51.1% | $5,017-44.7% |
| Admin fee / account holder | $23 | $153-84.9% | $13,210-99.8% | $145-84.1% |