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) | $15,163 |
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 | $52,791 | $42,894+23.1% | $60,874-13.3% | $68,494-22.9% |
| Participation rate | 87.5% | 66.8%+20.7pp | 73.1%+14.4pp | 67.9%+19.6pp |
| Annual return | -17.32% | -13.98%-3.3pp | 16.90%-34.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,767 | $1,978-10.6% | $2,701-34.6% | $2,596-31.9% |
| Participant deferral / active EE | $2,700 | $2,867-5.8% | $3,817-29.2% | $4,027-32.9% |
| Admin fee / account holder | $199 | $3,101-93.6% | $3,224-93.8% | $5,403-96.3% |