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 26 200 LIBERTY FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Participants) | $18,019 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,982 | $60,989-39.4% | $60,874-39.2% | $66,914-44.7% |
| Participation rate | 57.3% | 74.5%-17.2pp | 73.1%-15.8pp | 69.8%-12.5pp |
| Annual return | -13.62% | -9.60%-4.0pp | 16.90%-30.5pp | 1.58%-15.2pp |
| Employer contribution / active EE | $1,675 | $2,661-37.0% | $2,701-38.0% | $2,544-34.1% |
| Participant deferral / active EE | $977 | $3,615-73.0% | $3,817-74.4% | $4,237-76.9% |
| Admin fee / account holder | $12 | $338-96.4% | $3,224-99.6% | $593-97.9% |