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) | $38,403 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $34,037 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $191,928 | $99,957+92.0% | $149,696+28.2% | $73,488+161.2% |
| Participation rate | 88.9% | 75.7%+13.2pp | 82.5%+6.4pp | 70.7%+18.2pp |
| Annual return | 18.30% | 53.87%-35.6pp | 276.60%-258.3pp | 28.51%-10.2pp |
| Employer contribution / active EE | $1,581 | $3,191-50.5% | $4,644-66.0% | $2,270-30.4% |
| Participant deferral / active EE | $7,279 | $6,073+19.9% | $6,842+6.4% | $3,740+94.7% |
| Admin fee / account holder | $389 | $551-29.3% | $9,309-95.8% | $513-24.1% |