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 |
|---|---|---|
Filed as: ASSUREDPARTNERS NORTHEAST, LLC Service code 15 · EIN 13-3866919 445 HAMILTON AVE, 10TH FLOOR · WHITE PLAINS, NY 10601 | Recordkeeping | $5,279 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,535 | $72,607-85.5% | $90,749-88.4% | $66,914-84.3% |
| Participation rate | 97.4% | 73.7%+23.7pp | 75.7%+21.7pp | 69.8%+27.6pp |
| Annual return | -15.51% | -12.28%-3.2pp | -12.16%-3.3pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,560 | $2,369-34.1% | $2,921-46.6% | $2,544-38.7% |
| Participant deferral / active EE | $1,941 | $3,977-51.2% | $4,564-57.5% | $4,237-54.2% |
| Admin fee / account holder | $0 | $707-100.0% | $8,445-100.0% | $593-100.0% |