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 Service code 27 4250 VETERANS MEMORIAL HWY · HOLBROOK, NY 11741 | Advisory (Plan) | $30,225 |
ROSS LANE & COMPANY, LLC4 years Filed as: ROSS STRENT & CO LLP Service code 99 1860 WALT WHITMAN RD · MELVILLE, NY 11747 | Other Fees | $10,500 |
UNITED BENEFIT PENSIONS INC.7 years Filed as: UNITED BENEFIT PENSIONS INC Service code 13 175 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $6,302 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $275 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $122,864 | $86,655+41.8% | $119,609+2.7% | $66,914+83.6% |
| Participation rate | 71.1% | 75.6%-4.5pp | 79.3%-8.2pp | 69.8%+1.2pp |
| Annual return | -18.08% | -8.00%-10.1pp | -14.97%-3.1pp | 1.58%-19.7pp |
| Employer contribution / active EE | $3,672 | $2,536+44.8% | $4,232-13.2% | $2,544+44.3% |
| Participant deferral / active EE | $4,362 | $4,358+0.1% | $5,602-22.1% | $4,237+3.0% |
| Admin fee / account holder | $400 | $755-47.0% | $10,323-96.1% | $593-32.6% |