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) | $29,765 |
Service code 99 175 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Fees | $6,168 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MGMNT COMPANY Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $275 |
UNITED BENEFIT PENSIONS INC.2 years Filed as: UNITED BENEFIT PENSIONS Service code 13 35 PINELAWN ROAD · MELVILLE, NY 11747 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $111,565 | $66,302+68.3% | $110,238+1.2% | $56,287+98.2% |
| Participation rate | 65.8% | 74.9%-9.1pp | 79.8%-14.0pp | 69.9%-4.0pp |
| Annual return | -4.75% | -1.18%-3.6pp | 314.74%-319.5pp | -9.96%+5.2pp |
| Employer contribution / active EE | $2,073 | $2,047+1.3% | $3,826-45.8% | $2,111-1.8% |
| Participant deferral / active EE | $4,255 | $3,381+25.8% | $4,672-8.9% | $3,350+27.0% |
| Admin fee / account holder | $51 | $698-92.6% | $8,547-99.4% | $521-90.1% |