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) | $47,073 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $42,521 |
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 | $221,013 | $104,475+111.5% | $159,436+38.6% | $79,386+178.4% |
| Participation rate | 91.6% | 76.6%+15.0pp | 82.8%+8.8pp | 70.7%+20.9pp |
| Annual return | 16.38% | 67.95%-51.6pp | 263.57%-247.2pp | 116.85%-100.5pp |
| Employer contribution / active EE | $1,650 | $3,417-51.7% | $4,829-65.8% | $2,427-32.0% |
| Participant deferral / active EE | $7,997 | $6,467+23.6% | $7,352+8.8% | $4,046+97.7% |
| Admin fee / account holder | $474 | $711-33.3% | $10,799-95.6% | $626-24.3% |