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 ASSOC INC Service code 27 · EIN 93-0987232 | Advisory (Plan) | $20,971 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,926 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $4,240 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $99,250 | $58,879+68.6% | $178,490-44.4% | $73,488+35.1% |
| Participation rate | 99.1% | 66.2%+32.9pp | 81.9%+17.2pp | 70.7%+28.4pp |
| Annual return | 10.86% | 24.86%-14.0pp | 151.07%-140.2pp | 28.51%-17.7pp |
| Employer contribution / active EE | $8,760 | $2,236+291.7% | $5,011+74.8% | $2,270+285.9% |
| Participant deferral / active EE | $4,548 | $2,567+77.1% | $5,202-12.6% | $3,740+21.6% |
| Admin fee / account holder | $599 | $400+49.6% | $13,984-95.7% | $513+16.7% |