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 8-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,499 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $25,984 |
ORENDA RETIREMENT, LLC4 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $12,277 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,803 | $55,415+26.0% | $155,509-55.1% | $74,495-6.3% |
| Participation rate | 76.5% | 61.9%+14.6pp | 78.2%-1.7pp | 67.2%+9.3pp |
| Annual return | 13.58% | 268.50%-254.9pp | 64.67%-51.1pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $2,323 | $2,267+2.5% | $4,672-50.3% | $2,623-11.4% |
| Participant deferral / active EE | $5,573 | $2,836+96.5% | $5,626-0.9% | $4,346+28.2% |
| Admin fee / account holder | $256 | $1,738-85.3% | $15,912-98.4% | $1,942-86.8% |