See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 49 · EIN 93-0987232 | Other Services | $3,555 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,973 | $71,883+7.1% | $86,677-11.2% | $68,494+12.4% |
| Participation rate | 92.2% | 72.2%+19.9pp | 76.6%+15.6pp | 67.9%+24.3pp |
| Annual return | -13.93% | 3.52%-17.5pp | 35.91%-49.8pp | -7.84%-6.1pp |
| Employer contribution / active EE | $4,447 | $2,173+104.7% | $2,836+56.8% | $2,596+71.3% |
| Participant deferral / active EE | $6,896 | $3,779+82.5% | $4,656+48.1% | $4,027+71.2% |
| Admin fee / account holder | $29 | $6,112-99.5% | $7,493-99.6% | $5,403-99.5% |