See peer percentile detail with Solo.
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 Service code 27 · EIN 93-0987232 | Advisory (Plan) | $14,805 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,114 |
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 | $17,699 | $155,795-88.6% | $136,294-87.0% | $69,631-74.6% |
| Participation rate | 88.9% | 75.2%+13.6pp | 81.9%+7.0pp | 70.7%+18.2pp |
| Annual return | 55.85% | 232464.33%-232408.5pp | 5155.94%-5100.1pp | 27571.02%-27515.2pp |
| Employer contribution / active EE | $1,389 | $2,991-53.6% | $4,695-70.4% | $2,032-31.6% |
| Participant deferral / active EE | $5,023 | $5,394-6.9% | $6,247-19.6% | $3,224+55.8% |
| Admin fee / account holder | $65 | $128-49.5% | $9,243-99.3% | $110-41.3% |