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 |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 26 1031 W. MAGNOLIA STREET · LEESBURG, FL 34748 | Advisory (Participants) | $16,091 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,995 | $74,706-30.4% | $75,696-31.3% | $79,386-34.5% |
| Participation rate | 56.2% | 75.3%-19.2pp | 74.8%-18.6pp | 70.7%-14.5pp |
| Annual return | 28.35% | 18.52%+9.8pp | 104.53%-76.2pp | 116.85%-88.5pp |
| Employer contribution / active EE | $1,781 | $2,590-31.2% | $2,743-35.1% | $2,427-26.6% |
| Participant deferral / active EE | $854 | $3,533-75.8% | $3,821-77.6% | $4,046-78.9% |
| Admin fee / account holder | $9 | $374-97.7% | $3,619-99.8% | $626-98.6% |