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 15 · EIN 93-0987232 | Recordkeeping | $40,506 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,694 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,931 | $80,177-50.2% | $123,892-67.8% | $57,658-30.7% |
| Participation rate | 54.9% | 74.4%-19.5pp | 81.4%-26.5pp | 70.2%-15.3pp |
| Annual return | 9.82% | 17.90%-8.1pp | 47.52%-37.7pp | 5.13%+4.7pp |
| Employer contribution / active EE | $432 | $2,913-85.2% | $4,617-90.6% | $1,974-78.1% |
| Participant deferral / active EE | $2,034 | $5,130-60.4% | $5,984-66.0% | $3,061-33.6% |
| Admin fee / account holder | $143 | $106+34.4% | $8,357-98.3% | $95+51.1% |