See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC1+ years Service code 27 · EIN 93-0987232 | Advisory (Plan) | $25,435 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $14,338 |
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 | $43,466 | $84,487-48.6% | $125,339-65.3% | $66,914-35.0% |
| Participation rate | 80.5% | 76.4%+4.1pp | 82.4%-1.9pp | 69.8%+10.7pp |
| Annual return | 0.00% | -8.39%+8.4pp | 572.05%-572.1pp | 1.58%-1.6pp |
| Employer contribution / active EE | $3,931 | $3,553+10.6% | $4,814-18.3% | $2,544+54.5% |
| Participant deferral / active EE | $8,725 | $6,781+28.7% | $7,446+17.2% | $4,237+105.9% |
| Admin fee / account holder | $205 | $685-70.1% | $10,010-98.0% | $593-65.5% |