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 8-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 ASSOCIATES, INC. Service code 99 · EIN 93-0987232 | Other Fees | $7,113 |
RETIREMENT BENEFIT SOLUTIONS2 years Filed as: RETIREMENT BENEFIT SOLUTIONS, LLC Service code 49 | Other Services | $1,715 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $565 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,939 | $65,061-74.0% | $143,757-88.2% | $66,914-74.7% |
| Participation rate | 97.5% | 65.2%+32.4pp | 80.3%+17.2pp | 69.8%+27.7pp |
| Annual return | -16.37% | -11.14%-5.2pp | -0.04%-16.3pp | 1.58%-18.0pp |
| Employer contribution / active EE | $2,203 | $2,361-6.7% | $4,951-55.5% | $2,544-13.4% |
| Participant deferral / active EE | $4,019 | $2,919+37.7% | $5,637-28.7% | $4,237-5.2% |
| Admin fee / account holder | $25 | $502-95.1% | $14,673-99.8% | $593-95.8% |