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 ASSOCIATION, INC. Service code 27 1 WORLD FINANCIAL CTR · NEW YORK, NY 102812100 | Advisory (Plan) | $42,854 |
Service code 12 · EIN 48-1205033 | Recordkeeping fees; Sub-transfer agen... | $31,030 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $155,210 | $89,652+73.1% | $141,162+10.0% | $65,185+138.1% |
| Participation rate | 87.2% | 74.7%+12.5pp | 82.5%+4.8pp | 70.2%+17.0pp |
| Annual return | 24.41% | 32.79%-8.4pp | 71.39%-47.0pp | 29.38%-5.0pp |
| Employer contribution / active EE | $1,570 | $3,065-48.8% | $4,735-66.8% | $2,177-27.9% |
| Participant deferral / active EE | $6,853 | $5,691+20.4% | $6,709+2.1% | $3,514+95.0% |
| Admin fee / account holder | $395 | $569-30.5% | $10,261-96.1% | $847-53.4% |