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 | $14,771 |
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 | $18,013 | $47,126-61.8% | $149,673-88.0% | $74,419-75.8% |
| Participation rate | 77.0% | 63.4%+13.6pp | 78.8%-1.8pp | 70.7%+6.3pp |
| Annual return | 15.02% | 22.75%-7.7pp | 134.42%-119.4pp | 34.38%-19.4pp |
| Employer contribution / active EE | $1,466 | $1,905-23.1% | $4,818-69.6% | $2,637-44.4% |
| Participant deferral / active EE | $2,637 | $2,728-3.3% | $5,680-53.6% | $4,528-41.8% |
| Admin fee / account holder | $24 | $343-93.0% | $13,210-99.8% | $348-93.1% |