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 INC7+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 390 OLD COUNTRY ROAD · GARDEN CITY, NY 11530 | Advisory (Plan) | $551,120 |
Filed as: METLIFE Service code 13 · EIN 13-5581829 | Contract Administrator | $429,955 |
NEWPORT GROUP, INC.6 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $322,696 |
COHNREZNICK LLP7+ years Service code 10 · EIN 22-1478099 | Accounting | $20,910 |
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 | $93,283 | $69,238+34.7% | $185,823-49.8% | $101,517-8.1% |
| Participation rate | 44.2% | 73.5%-29.3pp | 81.7%-37.5pp | 74.6%-30.4pp |
| Annual return | 13.69% | 21.26%-7.6pp | 122.05%-108.4pp | 21.00%-7.3pp |
| Employer contribution / active EE | $540 | $2,104-74.3% | $5,167-89.6% | $2,973-81.8% |
| Participant deferral / active EE | $3,248 | $3,764-13.7% | $5,568-41.7% | $4,873-33.4% |
| Admin fee / account holder | $243 | $66+266.1% | $16,237-98.5% | $139+74.1% |