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 · EIN 93-0987232 | Other Fees | $0 |
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 | $13,562 | $55,706-75.7% | $75,886-82.1% | $72,985-81.4% |
| Participation rate | 91.5% | 61.1%+30.4pp | 69.3%+22.3pp | 69.5%+22.1pp |
| Annual return | 28.85% | 27.59%+1.3pp | 30.76%-1.9pp | 81.00%-52.2pp |
| Employer contribution / active EE | $739 | $1,687-56.2% | $2,500-70.5% | $2,440-69.7% |
| Participant deferral / active EE | $4,961 | $2,634+88.4% | $3,603+37.7% | $3,607+37.5% |
| Admin fee / account holder | $24 | $3,978-99.4% | $5,418-99.6% | $5,124-99.5% |