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 INC8+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 390 OLD COUNTRY ROAD · GARDEN CITY, NY 11530 | Advisory (Plan) | $501,675 |
NEWPORT GROUP, INC.7 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Direct payment fr... | $251,065 |
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 | $77,125 | $52,346+47.3% | $143,757-46.4% | $78,044-1.2% |
| Participation rate | 43.2% | 72.7%-29.5pp | 80.3%-37.1pp | 74.4%-31.2pp |
| Annual return | -13.34% | -14.19%+0.9pp | -0.04%-13.3pp | 10.87%-24.2pp |
| Employer contribution / active EE | $565 | $2,131-73.5% | $4,951-88.6% | $3,125-81.9% |
| Participant deferral / active EE | $3,368 | $3,800-11.4% | $5,637-40.3% | $5,084-33.8% |
| Admin fee / account holder | $194 | $63+206.4% | $14,673-98.7% | $79+146.2% |