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 INC4+ years Service code 55 · EIN 93-0987232 | Other Commissions | $17,422 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,825 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,839 | $65,118-58.8% | $76,768-65.0% | $55,725-51.8% |
| Participation rate | 77.2% | 79.6%-2.4pp | 77.0%+0.2pp | 70.9%+6.3pp |
| Annual return | 1.31% | -1.27%+2.6pp | 2.43%-1.1pp | 244.93%-243.6pp |
| Employer contribution / active EE | $1,260 | $1,941-35.1% | $2,485-49.3% | $2,078-39.3% |
| Participant deferral / active EE | $2,343 | $3,688-36.5% | $3,852-39.2% | $3,356-30.2% |
| Admin fee / account holder | $26 | $116-77.9% | $6,675-99.6% | $115-77.7% |