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 |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC1+ years Service code 26 · EIN 93-0987232 | Advisory (Participants) | $32,956 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $4,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,001 | $44,229-36.7% | $155,790-82.0% | $55,191-49.3% |
| Participation rate | 34.5% | 60.8%-26.3pp | 76.1%-41.6pp | 69.2%-34.7pp |
| Annual return | -0.98% | 0.37%-1.4pp | 71.54%-72.5pp | 10.78%-11.8pp |
| Employer contribution / active EE | $794 | $1,317-39.8% | $3,836-79.3% | $1,899-58.2% |
| Participant deferral / active EE | $1,112 | $2,851-61.0% | $4,797-76.8% | $3,046-63.5% |
| Admin fee / account holder | $138 | $86+60.0% | $7,478-98.2% | $91+51.9% |