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: ROYAL ALLIANCE ASSOCIATES, INC. Service code 49 · EIN 93-0987232 | Other Services | $5,744 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,342 |
PLAN ADVISORS, INC.4 years Service code 13 · EIN 59-1575461 | Contract Administrator | $1,075 |
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 | $115,756 | $78,422+47.6% | $95,952+20.6% | $79,858+45.0% |
| Participation rate | 96.9% | 73.5%+23.4pp | 77.1%+19.8pp | 69.6%+27.3pp |
| Annual return | 12.59% | 19.37%-6.8pp | 91.61%-79.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $4,559 | $1,945+134.4% | $2,541+79.4% | $2,471+84.5% |
| Participant deferral / active EE | $7,308 | $3,440+112.4% | $4,167+75.4% | $3,740+95.4% |
| Admin fee / account holder | $29 | $5,622-99.5% | $6,795-99.6% | $5,306-99.5% |