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) | $32,377 |
ROSS LANE & COMPANY, LLC1 year Filed as: ROSS STRENT & CO LLP Service code 99 1860 WALT WHITMAN RD · MELVILLE, NY 11747 | Other Fees | $10,025 |
UNITED BENEFIT PENSIONS INC.2 years Service code 13 175 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $6,250 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH AND MGMNT COMPANY Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,560 |
UNITED BENEFIT PENSIONS INC.3 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 | $131,159 | $86,332+51.9% | $125,175+4.8% | $65,185+101.2% |
| Participation rate | 68.9% | 75.3%-6.4pp | 79.8%-10.8pp | 70.2%-1.3pp |
| Annual return | 21.71% | 27.43%-5.7pp | 43.79%-22.1pp | 29.38%-7.7pp |
| Employer contribution / active EE | $3,712 | $2,040+82.0% | $3,865-4.0% | $2,177+70.5% |
| Participant deferral / active EE | $4,479 | $3,537+26.6% | $4,937-9.3% | $3,514+27.5% |
| Admin fee / account holder | $49 | $609-92.0% | $9,702-99.5% | $847-94.2% |