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 8-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: ROYAL ALLIANCE ASSOCIATES, INC Service code 99 · EIN 93-0987232 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Other Fees | $40,000 |
Filed as: ASSOCIATED PENSION CONSULTANTS INC Service code 49 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Services | $23,042 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,012 | $40,385+1.6% | $80,569-49.1% | $74,419-44.9% |
| Participation rate | 64.9% | 47.4%+17.5pp | 67.0%-2.1pp | 70.7%-5.8pp |
| Annual return | 15.68% | 164.85%-149.2pp | 935.43%-919.7pp | 34.38%-18.7pp |
| Employer contribution / active EE | $0 | $1,496-100.0% | $2,723-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $4,614 | $2,674+72.5% | $4,447+3.7% | $4,528+1.9% |
| Admin fee / account holder | $65 | $720-91.0% | $5,377-98.8% | $348-81.4% |