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 |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC10+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 390 OLD COUNTRY ROAD · GARDEN CITY, NY 11530 | Advisory (Plan) | $533,314 |
NEWPORT GROUP, INC.9 years Service code 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $312,337 |
NEWPORT GROUP, INC.9 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $79,327 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $92,467 | $67,679+36.6% | $155,509-40.5% | $99,062-6.7% |
| Participation rate | 44.7% | 67.2%-22.5pp | 78.2%-33.5pp | 71.6%-26.9pp |
| Annual return | 12.85% | 16.16%-3.3pp | 64.67%-51.8pp | 17.66%-4.8pp |
| Employer contribution / active EE | $595 | $2,268-73.8% | $4,672-87.3% | $3,262-81.7% |
| Participant deferral / active EE | $3,611 | $3,828-5.7% | $5,626-35.8% | $5,331-32.3% |
| Admin fee / account holder | $221 | $94+136.1% | $15,912-98.6% | $109+103.0% |