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, LLC Service code 99 · EIN 22-3844414 | Other Fees | $60,000 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $35,456 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,787 | $84,784-35.4% | $98,439-44.3% | $74,419-26.4% |
| Participation rate | 97.6% | 81.5%+16.1pp | 75.2%+22.4pp | 70.7%+26.9pp |
| Annual return | 20.88% | 20.59%+0.3pp | 21.16%-0.3pp | 34.38%-13.5pp |
| Employer contribution / active EE | $2,715 | $3,364-19.3% | $3,048-10.9% | $2,637+3.0% |
| Participant deferral / active EE | $3,490 | $5,218-33.1% | $4,738-26.3% | $4,528-22.9% |
| Admin fee / account holder | $28 | $204-86.4% | $8,948-99.7% | $348-92.0% |