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 INC9+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 390 OLD COUNTRY ROAD · GARDEN CITY, NY 11530 | Advisory (Plan) | $453,591 |
NEWPORT GROUP, INC.8 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Claims proc... | $258,760 |
NEWPORT GROUP, INC.8 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $68,556 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,119 | $59,339+41.8% | $149,673-43.8% | $103,482-18.7% |
| Participation rate | 44.1% | 70.2%-26.1pp | 78.8%-34.7pp | 73.3%-29.2pp |
| Annual return | 14.22% | 77.78%-63.6pp | 134.42%-120.2pp | 33.11%-18.9pp |
| Employer contribution / active EE | $515 | $2,178-76.3% | $4,818-89.3% | $3,208-83.9% |
| Participant deferral / active EE | $3,380 | $3,716-9.0% | $5,680-40.5% | $5,207-35.1% |
| Admin fee / account holder | $190 | $103+84.5% | $13,210-98.6% | $114+66.5% |