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 |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC1+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 16 1 WORLD FINANCIAL CTR. · NEW YORK, NY 10281 | Consulting | $69,480 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $42,913 |
CARON & BLETZER, PLLC1+ years Filed as: CARON & BELTZER, PLLC Service code 10 · EIN 04-3499945 | Accounting | $9,093 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,648 | $74,498-48.1% | $94,224-59.0% | $59,188-34.7% |
| Participation rate | 53.5% | 76.8%-23.3pp | 78.8%-25.3pp | 69.4%-16.0pp |
| Annual return | 2.35% | 2.76%-0.4pp | 10.68%-8.3pp | 5.51%-3.2pp |
| Employer contribution / active EE | $870 | $2,077-58.1% | $3,587-75.7% | $2,098-58.5% |
| Participant deferral / active EE | $3,115 | $3,433-9.3% | $4,320-27.9% | $3,265-4.6% |
| Admin fee / account holder | $100 | $103-3.1% | $6,269-98.4% | $92+8.2% |