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 4-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 |
|---|---|---|
HIGH PROBABLITY ADVISORS1+ years Service code 27 · EIN 47-2332120 167 SULLY'S TRAIL · PITTSFORD, NY 14534 | Advisory (Plan) | $9,167 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,961 | $64,119-54.8% | $112,228-74.2% | $66,914-56.7% |
| Participation rate | 17.9% | 68.5%-50.5pp | 75.1%-57.1pp | 69.8%-51.9pp |
| Annual return | -13.47% | -13.81%+0.3pp | 27.45%-40.9pp | 1.58%-15.0pp |
| Employer contribution / active EE | $0 | $3,005-100.0% | $3,635-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $903 | $3,693-75.6% | $4,728-80.9% | $4,237-78.7% |
| Admin fee / account holder | $243 | $625-61.2% | $6,410-96.2% | $593-59.1% |