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) | $43,469 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $41,452 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,443 | $84,487+123.0% | $125,339+50.3% | $66,914+181.6% |
| Participation rate | 87.6% | 76.4%+11.2pp | 82.4%+5.3pp | 69.8%+17.8pp |
| Annual return | -16.21% | -8.39%-7.8pp | 572.05%-588.3pp | 1.58%-17.8pp |
| Employer contribution / active EE | $1,625 | $3,553-54.3% | $4,814-66.2% | $2,544-36.1% |
| Participant deferral / active EE | $8,445 | $6,781+24.5% | $7,446+13.4% | $4,237+99.3% |
| Admin fee / account holder | $454 | $685-33.7% | $10,010-95.5% | $593-23.5% |