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 | $57,480 |
Filed as: ROYCE ALLIANCE ASSOCIATES, INC Service code 27 | Advisory (Plan) | $29,749 |
AVINTUS2 years Filed as: AVINTUS, LLC Service code 13 | Contract Administrator | $11,936 |
AVINTUS2 years Service code 13 · EIN 04-3682160 | Contract Administrator | $3,575 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,396 | $78,422+5.1% | $95,952-14.1% | $79,858+3.2% |
| Participation rate | 98.9% | 73.5%+25.4pp | 77.1%+21.8pp | 69.6%+29.2pp |
| Annual return | 8.88% | 19.37%-10.5pp | 91.61%-82.7pp | 31.71%-22.8pp |
| Employer contribution / active EE | $5,577 | $1,945+186.7% | $2,541+119.5% | $2,471+125.7% |
| Participant deferral / active EE | $7,493 | $3,440+117.8% | $4,167+79.8% | $3,740+100.4% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,795-100.0% | $5,306-100.0% |