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 |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 99 · EIN 11-1000111 | Other Fees | $22,500 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 99 · EIN 11-3665754 | Other Fees | $15,093 |
WRIGHT FORD YOUNG & CO1 year Filed as: WRIGHT-PIERCE Service code 99 · EIN 01-0228316 | Other Fees | $9,948 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $853 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,560 | $82,202+107.5% | $125,339+36.1% | $64,808+163.2% |
| Participation rate | 98.3% | 77.9%+20.4pp | 82.4%+15.9pp | 71.5%+26.8pp |
| Annual return | -16.49% | 3.48%-20.0pp | 572.05%-588.5pp | 32.82%-49.3pp |
| Employer contribution / active EE | $5,342 | $3,615+47.8% | $4,814+11.0% | $2,506+113.2% |
| Participant deferral / active EE | $9,619 | $7,175+34.1% | $7,446+29.2% | $4,310+123.2% |
| Admin fee / account holder | $277 | $163+69.4% | $10,010-97.2% | $188+47.3% |