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 64 · EIN 71-0294708 | Recordkeeping Fees | $45,567 |
Service code 99 05 COLLEGE ROAD EAST, SUITE 300 · PRINCETON, NJ 085420627 | Other Fees | $37,788 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,189 | $92,055-3.1% | $106,213-16.0% | $77,643+14.9% |
| Participation rate | 97.9% | 81.0%+16.8pp | 75.3%+22.6pp | 70.6%+27.3pp |
| Annual return | 16.31% | 17.91%-1.6pp | 116.14%-99.8pp | 31.24%-14.9pp |
| Employer contribution / active EE | $2,701 | $3,367-19.8% | $3,171-14.8% | $2,726-0.9% |
| Participant deferral / active EE | $3,642 | $5,386-32.4% | $5,016-27.4% | $4,647-21.6% |
| Admin fee / account holder | $96 | $219-56.3% | $11,033-99.1% | $430-77.8% |