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 Service code 27 · EIN 93-0987232 | Advisory (Plan) | $10,276 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $4,219 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,275 | $59,417-27.2% | $93,606-53.8% | $74,495-41.9% |
| Participation rate | 92.9% | 59.7%+33.2pp | 68.7%+24.2pp | 67.2%+25.7pp |
| Annual return | 13.94% | 81.83%-67.9pp | 133.20%-119.3pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $1,594 | $1,264+26.2% | $2,420-34.1% | $2,623-39.2% |
| Participant deferral / active EE | $2,136 | $3,050-30.0% | $4,411-51.6% | $4,346-50.8% |
| Admin fee / account holder | $90 | $3,021-97.0% | $8,285-98.9% | $1,942-95.4% |