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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.
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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 INC2+ years Service code 27 · EIN 93-0987232 | Advisory (Plan) | $44,798 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,392 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,453 | $91,407-35.0% | $135,903-56.3% | $71,457-16.8% |
| Participation rate | 84.9% | 75.7%+9.2pp | 81.9%+3.0pp | 67.9%+17.0pp |
| Annual return | 19.45% | 29.90%-10.4pp | 68.23%-48.8pp | 28.85%-9.4pp |
| Employer contribution / active EE | $4,662 | $3,703+25.9% | $4,856-4.0% | $2,588+80.2% |
| Participant deferral / active EE | $10,412 | $7,092+46.8% | $7,758+34.2% | $4,289+142.8% |
| Admin fee / account holder | $345 | $1,266-72.8% | $10,762-96.8% | $1,587-78.3% |