Filed October 3, 2024
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 INC2+ years Service code 27 · EIN 93-0987232 | Advisory (Plan) | $14,079 |
Service code 16 · EIN 63-0795199 | Consulting | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,413 |
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 | $31,831 | $53,018-40.0% | $70,014-54.5% | $62,891-49.4% |
| Participation rate | 96.3% | 67.2%+29.1pp | 71.8%+24.5pp | 69.3%+27.0pp |
| Annual return | 6.85% | 13.35%-6.5pp | 12.99%-6.1pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,323 | $1,799+29.1% | $2,338-0.6% | $2,281+1.9% |
| Participant deferral / active EE | $5,386 | $2,395+124.9% | $2,931+83.8% | $3,203+68.2% |
| Admin fee / account holder | $193 | $3,690-94.8% | $4,380-95.6% | $4,296-95.5% |