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 13 · EIN 42-0127290 | Contract Administrator | $37,554 |
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 49 | Other Services | $14,562 |
Service code 49 · EIN 93-0987232 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,143 | $61,052-22.8% | $142,863-67.0% | $79,386-40.6% |
| Participation rate | 53.6% | 60.1%-6.5pp | 71.9%-18.3pp | 70.7%-17.1pp |
| Annual return | 13.37% | 16.02%-2.7pp | 5637.54%-5624.2pp | 116.85%-103.5pp |
| Employer contribution / active EE | $575 | $1,481-61.2% | $4,144-86.1% | $2,427-76.3% |
| Participant deferral / active EE | $1,995 | $2,879-30.7% | $3,837-48.0% | $4,046-50.7% |
| Admin fee / account holder | $353 | $659-46.5% | $6,560-94.6% | $626-43.7% |