See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $61,102 |
Filed as: ROYCE ALLIANCE ASSOCIATES, INC Service code 27 | Advisory (Plan) | $34,023 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $16,508 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,782 | $71,883+16.6% | $86,677-3.3% | $68,494+22.3% |
| Participation rate | 93.2% | 72.2%+20.9pp | 76.6%+16.6pp | 67.9%+25.3pp |
| Annual return | -13.67% | 3.52%-17.2pp | 35.91%-49.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $4,585 | $2,173+111.0% | $2,836+61.7% | $2,596+76.6% |
| Participant deferral / active EE | $10,248 | $3,779+171.2% | $4,656+120.1% | $4,027+154.5% |
| Admin fee / account holder | $401 | $6,112-93.4% | $7,493-94.6% | $5,403-92.6% |