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 |
|---|---|---|
Filed as: REGAL INVESTMENT ADVISORS Service code 99 · EIN 22-3844414 | Other Fees | $60,000 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $23,952 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,218 | $85,135-28.1% | $98,907-38.1% | $73,409-16.6% |
| Participation rate | 91.8% | 81.1%+10.7pp | 76.0%+15.8pp | 72.2%+19.6pp |
| Annual return | 16.49% | 19.14%-2.6pp | 196.43%-179.9pp | 59.29%-42.8pp |
| Employer contribution / active EE | $938 | $2,721-65.5% | $2,689-65.1% | $2,234-58.0% |
| Participant deferral / active EE | $2,588 | $4,349-40.5% | $4,244-39.0% | $3,805-32.0% |
| Admin fee / account holder | $21 | $139-84.8% | $6,642-99.7% | $158-86.6% |