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 15 · EIN 93-0987232 | Recordkeeping | $24,982 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,276 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,275 | $60,488+115.4% | $109,895+18.5% | $79,386+64.1% |
| Participation rate | 42.4% | 67.0%-24.7pp | 74.2%-31.8pp | 70.7%-28.3pp |
| Annual return | 16.65% | 189.57%-172.9pp | 29.45%-12.8pp | 116.85%-100.2pp |
| Employer contribution / active EE | $666 | $1,649-59.6% | $2,842-76.6% | $2,427-72.6% |
| Participant deferral / active EE | $1,891 | $3,220-41.3% | $4,048-53.3% | $4,046-53.3% |
| Admin fee / account holder | $160 | $605-73.6% | $6,066-97.4% | $626-74.5% |