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 |
|---|---|---|
Service code 27 | Advisory (Plan) | $18,823 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 99 · EIN 93-0987232 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,806 | $47,634-56.3% | $90,404-77.0% | $90,288-77.0% |
| Participation rate | 19.9% | 67.5%-47.6pp | 72.7%-52.8pp | 73.4%-53.5pp |
| Annual return | 28.42% | 19.61%+8.8pp | 1293.02%-1264.6pp | 53.97%-25.6pp |
| Employer contribution / active EE | $327 | $1,749-81.3% | $3,262-90.0% | $2,524-87.0% |
| Participant deferral / active EE | $908 | $2,824-67.8% | $3,963-77.1% | $4,232-78.5% |
| Admin fee / account holder | $24 | $106-77.3% | $5,611-99.6% | $114-78.9% |