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 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Other Fees | $40,000 |
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 | $31,922 | $46,219-30.9% | $89,391-64.3% | $90,288-64.6% |
| Participation rate | 55.0% | 44.9%+10.1pp | 68.0%-12.9pp | 73.4%-18.3pp |
| Annual return | 13.25% | 25.71%-12.5pp | 245.62%-232.4pp | 53.97%-40.7pp |
| Employer contribution / active EE | $0 | $953-100.0% | $2,586-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $2,787 | $2,136+30.4% | $3,890-28.4% | $4,232-34.2% |
| Admin fee / account holder | $44 | $147-70.0% | $4,881-99.1% | $114-61.4% |