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 INC5+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 200 GARDEN CITY PLAZA · GARDEN CITY, NY 11530 | Advisory (Plan) | $454,846 |
NEWPORT GROUP, INC.4 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Participant loan ... | $40,483 |
COHNREZNICK LLP5+ years Service code 10 · EIN 22-1478099 | Accounting | $19,480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,510 | $53,565+44.7% | $172,739-55.1% | $82,204-5.7% |
| Participation rate | 43.2% | 69.6%-26.5pp | 82.6%-39.5pp | 73.4%-30.2pp |
| Annual return | 17.27% | 31.42%-14.2pp | 802.84%-785.6pp | 26.31%-9.0pp |
| Employer contribution / active EE | $488 | $1,857-73.7% | $5,143-90.5% | $2,707-82.0% |
| Participant deferral / active EE | $2,766 | $3,006-8.0% | $5,198-46.8% | $4,246-34.9% |
| Admin fee / account holder | $153 | $61+148.6% | $13,954-98.9% | $76+101.8% |