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) | $7,585 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,539 |
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 | $38,578 | $65,435-41.0% | $86,677-55.5% | $66,914-42.3% |
| Participation rate | 62.1% | 75.5%-13.3pp | 76.6%-14.4pp | 69.8%-7.7pp |
| Annual return | -15.38% | -10.89%-4.5pp | 35.91%-51.3pp | 1.58%-17.0pp |
| Employer contribution / active EE | $1,084 | $2,153-49.7% | $2,836-61.8% | $2,544-57.4% |
| Participant deferral / active EE | $2,533 | $4,100-38.2% | $4,656-45.6% | $4,237-40.2% |
| Admin fee / account holder | $284 | $642-55.8% | $7,493-96.2% | $593-52.2% |