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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 10-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 |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $12,145 |
SECURITIES AMERICA INC3 years Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 15 · EIN 47-0648506 | Recordkeeping | $11,943 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,214 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,634 | $78,485-26.6% | $106,213-45.7% | $74,495-22.6% |
| Participation rate | 64.8% | 72.8%-8.0pp | 75.3%-10.5pp | 67.2%-2.4pp |
| Annual return | 17.70% | 15.95%+1.8pp | 116.14%-98.4pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $1,580 | $2,523-37.4% | $3,171-50.2% | $2,623-39.8% |
| Participant deferral / active EE | $5,163 | $4,322+19.4% | $5,016+2.9% | $4,346+18.8% |
| Admin fee / account holder | $208 | $2,232-90.7% | $11,033-98.1% | $1,942-89.3% |