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 8-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 99 · EIN 93-0987232 | Other Fees | $13,333 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,020 |
ALLSTATE FINANCIAL SERVICES LLC3+ years Service code 55 · EIN 04-3523567 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,755 | $41,617-23.7% | $84,611-62.5% | $77,787-59.2% |
| Participation rate | 52.9% | 45.0%+7.9pp | 68.2%-15.3pp | 73.2%-20.3pp |
| Annual return | 21.53% | 24.97%-3.4pp | 258.74%-237.2pp | 32.57%-11.0pp |
| Employer contribution / active EE | $0 | $1,061-100.0% | $2,652-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $2,647 | $2,129+24.4% | $3,899-32.1% | $3,967-33.3% |
| Admin fee / account holder | $27 | $121-77.7% | $4,912-99.5% | $100-73.1% |