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 3-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 INC1+ years Service code 27 100 MADISON ST., STE. 1300 · SYRACUSE, NY 13202 | Advisory (Plan) | $75,837 |
AMERICAN FUNDS1+ years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $32,053 |
ACTUARIAL BENEFITS CORP1+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 13 30 BRYANT WOODS N. · AMHERST, NY 14228 | Contract Administrator | $6,965 |
RM STARK & CO, INC.1+ years Filed as: STARK TECH OPERATING COMPANY LLC Service code 99 99 STARK ST. · TONAWANDA, NY 14150 | Other Fees | $6,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,477 | $71,142+35.6% | $119,609-19.3% | $64,808+48.9% |
| Participation rate | 73.6% | 78.6%-5.0pp | 79.3%-5.7pp | 71.5%+2.1pp |
| Annual return | 9.44% | -10.01%+19.5pp | -14.97%+24.4pp | 32.82%-23.4pp |
| Employer contribution / active EE | $1,222 | $2,497-51.1% | $4,232-71.1% | $2,506-51.2% |
| Participant deferral / active EE | $6,666 | $4,490+48.5% | $5,602+19.0% | $4,310+54.6% |
| Admin fee / account holder | $214 | $162+32.2% | $10,323-97.9% | $188+14.1% |