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 INC2+ years Service code 27 100 MADISON ST., STE. 1300 · SYRACUSE, NY 13202 | Advisory (Plan) | $80,851 |
AMERICAN FUNDS2+ years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $39,834 |
ACTUARIAL BENEFITS CORP2+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 13 30 BRYANT WOODS N. · AMHERST, NY 14228 | Contract Administrator | $13,130 |
RM STARK & CO, INC.2+ years Filed as: STARK TECH OPERATING COMPANY LLC Service code 99 99 STARK ST. · TONAWANDA, NY 14150 | Other Fees | $9,201 |
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 | $116,867 | $91,372+27.9% | $129,995-10.1% | $74,419+57.0% |
| Participation rate | 78.0% | 77.8%+0.2pp | 78.5%-0.5pp | 70.7%+7.3pp |
| Annual return | 27.68% | 23.21%+4.5pp | -137.18%+164.9pp | 34.38%-6.7pp |
| Employer contribution / active EE | $1,555 | $2,563-39.3% | $4,320-64.0% | $2,637-41.0% |
| Participant deferral / active EE | $7,648 | $4,721+62.0% | $5,820+31.4% | $4,528+68.9% |
| Admin fee / account holder | $231 | $283-18.3% | $10,614-97.8% | $348-33.4% |