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: AMERICAN PORTFOLIOS ADVISORS, INC. Service code 27 4250 VETERANS MEMORIAL HWY · HOLBROOK, NY 11741 | Advisory (Plan) | $27,318 |
ROSS LANE & COMPANY, LLC1 year Filed as: ROSS STENT & CO. LLP Service code 99 1860 WALT WHITMAN RD · MELVILLE, NY 11747 | Other Fees | $9,275 |
Filed as: UNITED BENEFIT PENSIONS Service code 13 35 PINELAWN ROAD · MELVILLE, NY 11747 | Contract Administrator | $5,560 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MGMNT COMPANY Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $114,538 | $71,192+60.9% | $117,854-2.8% | $62,292+83.9% |
| Participation rate | 63.6% | 74.2%-10.6pp | 79.7%-16.0pp | 69.5%-5.9pp |
| Annual return | 17.06% | 18.66%-1.6pp | 335.08%-318.0pp | 28.90%-11.8pp |
| Employer contribution / active EE | $2,009 | $1,934+3.9% | $3,786-46.9% | $2,042-1.7% |
| Participant deferral / active EE | $3,923 | $3,189+23.0% | $4,482-12.5% | $3,169+23.8% |
| Admin fee / account holder | $91 | $587-84.5% | $8,020-98.9% | $479-81.0% |