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 9-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 99 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,130 | $49,280-79.4% | $67,313-85.0% | $64,186-84.2% |
| Participation rate | 91.5% | 60.8%+30.8pp | 69.1%+22.5pp | 69.6%+22.0pp |
| Annual return | -10.58% | -1.39%-9.2pp | -4.08%-6.5pp | 7.63%-18.2pp |
| Employer contribution / active EE | $833 | $1,668-50.1% | $2,566-67.5% | $2,381-65.0% |
| Participant deferral / active EE | $4,888 | $2,484+96.7% | $3,568+37.0% | $3,470+40.9% |
| Admin fee / account holder | $12 | $3,863-99.7% | $4,507-99.7% | $4,888-99.7% |