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 71 1 WORLD FINANCIAL CENTER, FLOOR 15 · NEW YORK, NY 10281 | Brokerage Fees | $11,102 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,002 | $22,714+27.7% | $59,496-51.3% | $55,191-47.5% |
| Participation rate | 22.4% | 37.5%-15.1pp | 54.6%-32.2pp | 69.2%-46.8pp |
| Annual return | -0.17% | -44.01%+43.8pp | 182.05%-182.2pp | 10.78%-11.0pp |
| Employer contribution / active EE | $45 | $418-89.2% | $1,153-96.1% | $1,899-97.6% |
| Participant deferral / active EE | $915 | $843+8.5% | $1,829-50.0% | $3,046-70.0% |
| Admin fee / account holder | $11 | $83-86.5% | $2,232-99.5% | $91-87.6% |