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 | $25,000 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,065 |
ADP BROKER-DEALER9+ 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 | $108,304 | $51,315+111.1% | $95,745+13.1% | $71,457+51.6% |
| Participation rate | 46.4% | 63.0%-16.6pp | 72.3%-25.8pp | 67.9%-21.5pp |
| Annual return | 21.01% | 25.26%-4.2pp | 28.35%-7.3pp | 28.85%-7.8pp |
| Employer contribution / active EE | $1,153 | $1,819-36.6% | $2,835-59.3% | $2,588-55.5% |
| Participant deferral / active EE | $2,111 | $3,358-37.1% | $4,245-50.3% | $4,289-50.8% |
| Admin fee / account holder | $147 | $1,137-87.1% | $5,678-97.4% | $1,587-90.8% |