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) | $10,752 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,427 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $67,908 | $86,286-21.3% | $111,297-39.0% | $85,850-20.9% |
| Participation rate | 42.9% | 73.3%-30.5pp | 77.3%-34.5pp | 69.3%-26.5pp |
| Annual return | 14.78% | 19.99%-5.2pp | 54.65%-39.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $4 | $2,043-99.8% | $2,731-99.9% | $2,565-99.8% |
| Participant deferral / active EE | $2,389 | $3,641-34.4% | $4,487-46.8% | $3,952-39.5% |
| Admin fee / account holder | $589 | $8,188-92.8% | $7,964-92.6% | $6,260-90.6% |