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 FL 15 · NEW YORK, NY 102812100 | Advisory (Plan) | $13,072 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,814 | $53,822+26.0% | $75,696-10.4% | $85,850-21.0% |
| Participation rate | 78.3% | 69.1%+9.2pp | 74.8%+3.4pp | 69.3%+8.9pp |
| Annual return | 31.89% | 24.54%+7.3pp | 104.53%-72.6pp | 318.53%-286.6pp |
| Employer contribution / active EE | $1,606 | $2,017-20.4% | $2,743-41.5% | $2,565-37.4% |
| Participant deferral / active EE | $2,293 | $2,895-20.8% | $3,821-40.0% | $3,952-42.0% |
| Admin fee / account holder | $151 | $3,343-95.5% | $3,619-95.8% | $6,260-97.6% |