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 10-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 17 655 BEAVER CREEK CIRCLE · MAUMEE, OH 43537 | Pension Consulting | $6,198 |
PENSION ASSURANCE LLP5+ years Filed as: PENSION INNOVATIONS & CONSULTING Service code 10 · EIN 34-1944384 7558 KING'S POINTE ROAD · TOLEDO, OH 43617 | Accounting | $6,069 |
CGRPS1 year Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $5,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,775 | $38,365-79.7% | $84,611-90.8% | $65,185-88.1% |
| Participation rate | 68.6% | 55.7%+13.0pp | 68.2%+0.4pp | 70.2%-1.6pp |
| Annual return | 18.76% | 32.00%-13.2pp | 258.74%-240.0pp | 29.38%-10.6pp |
| Employer contribution / active EE | $398 | $1,258-68.4% | $2,652-85.0% | $2,177-81.7% |
| Participant deferral / active EE | $519 | $2,278-77.2% | $3,899-86.7% | $3,514-85.2% |
| Admin fee / account holder | $100 | $451-77.9% | $4,912-98.0% | $847-88.2% |