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 |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC6+ years Service code 27 · EIN 93-0987232 | Advisory (Plan) | $54,206 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,793 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $99,439 | $99,957-0.5% | $149,696-33.6% | $73,488+35.3% |
| Participation rate | 83.2% | 75.7%+7.5pp | 82.5%+0.7pp | 70.7%+12.5pp |
| Annual return | 14.03% | 53.87%-39.8pp | 276.60%-262.6pp | 28.51%-14.5pp |
| Employer contribution / active EE | $2,893 | $3,191-9.3% | $4,644-37.7% | $2,270+27.4% |
| Participant deferral / active EE | $9,083 | $6,073+49.6% | $6,842+32.8% | $3,740+142.9% |
| Admin fee / account holder | $89 | $551-83.8% | $9,309-99.0% | $513-82.7% |