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 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,730 | $59,839-68.7% | $81,983-77.2% | $79,858-76.5% |
| Participation rate | 92.5% | 61.6%+30.9pp | 69.2%+23.2pp | 69.6%+22.8pp |
| Annual return | 14.84% | 17.56%-2.7pp | 41.31%-26.5pp | 31.71%-16.9pp |
| Employer contribution / active EE | $620 | $1,713-63.8% | $2,498-75.2% | $2,471-74.9% |
| Participant deferral / active EE | $4,259 | $2,695+58.0% | $3,722+14.4% | $3,740+13.9% |
| Admin fee / account holder | $82 | $4,287-98.1% | $5,664-98.6% | $5,306-98.5% |