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 |
|---|---|---|
Service code 49 · EIN 11-3271022 401 BROADHOLLOW RD · MELVILLE, NY 11747 | Other Services | $8,306 |
Filed as: RAYMOND JAMES AND ASSOCIATES Service code 26 | Advisory (Participants) | $1,933 |
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $1,112 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,040 | $84,487-0.5% | $125,339-33.0% | $66,914+25.6% |
| Participation rate | 67.6% | 76.4%-8.8pp | 82.4%-14.8pp | 69.8%-2.2pp |
| Annual return | -18.41% | -8.39%-10.0pp | 572.05%-590.5pp | 1.58%-20.0pp |
| Employer contribution / active EE | $2,558 | $3,553-28.0% | $4,814-46.8% | $2,544+0.6% |
| Participant deferral / active EE | $4,508 | $6,781-33.5% | $7,446-39.5% | $4,237+6.4% |
| Admin fee / account holder | $52 | $685-92.4% | $10,010-99.5% | $593-91.2% |