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 |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC1+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 53 ONE WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Insurance Commissions | $28,679 |
MJP WEALTH ADVISORS1+ years Filed as: MJP ASSOCIATES INC. Service code 71 790 FARMINGTON AVE BLDG 3 · FARMINGTON, CT 06032 | Brokerage Fees | $19,253 |
PENSION ASSURANCE LLP1+ years Filed as: THE PENSION SERVICE, INC. Service code 13 127 WASHINGTON AVE · NORTH HAVEN, CT 064730478 | Contract Administrator | $13,000 |
TD AMERITRADE, INC.1+ years Service code 33 200 S. 108TH AVE · OMAHA, NE 68154 | Securities brokerage | $10,947 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $2,900 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,195 | $33,745-4.6% | $64,105-49.8% | $55,191-41.7% |
| Participation rate | 74.6% | 59.4%+15.2pp | 68.2%+6.4pp | 69.2%+5.4pp |
| Annual return | -1.91% | 4.95%-6.9pp | 791.24%-793.2pp | 10.78%-12.7pp |
| Employer contribution / active EE | $332 | $641-48.3% | $1,820-81.8% | $1,899-82.5% |
| Participant deferral / active EE | $2,621 | $1,929+35.9% | $2,822-7.1% | $3,046-14.0% |
| Admin fee / account holder | $6 | $94-93.6% | $4,499-99.9% | $91-93.4% |