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 26 · EIN 93-0987232 | Advisory (Participants) | $7,536 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,998 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,838 | $78,422-0.7% | $95,952-18.9% | $79,858-2.5% |
| Participation rate | 39.0% | 73.5%-34.5pp | 77.1%-38.0pp | 69.6%-30.6pp |
| Annual return | 14.86% | 19.37%-4.5pp | 91.61%-76.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,911 | $3,440-44.4% | $4,167-54.1% | $3,740-48.9% |
| Admin fee / account holder | $439 | $5,622-92.2% | $6,795-93.5% | $5,306-91.7% |