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 4-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, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $15,561 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,530 |
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 | $76,305 | $122,239-37.6% | $184,203-58.6% | $74,495+2.4% |
| Participation rate | 89.9% | 85.5%+4.5pp | 86.8%+3.1pp | 67.2%+22.7pp |
| Annual return | 26.44% | 19.95%+6.5pp | 28.81%-2.4pp | 1364.94%-1338.5pp |
| Employer contribution / active EE | $6,011 | $4,537+32.5% | $6,427-6.5% | $2,623+129.2% |
| Participant deferral / active EE | $10,639 | $7,139+49.0% | $9,131+16.5% | $4,346+144.8% |
| Admin fee / account holder | $172 | $1,260-86.4% | $13,901-98.8% | $1,942-91.2% |