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) | $34,620 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,206 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $5,583 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $121,703 | $61,156+99.0% | $185,823-34.5% | $79,386+53.3% |
| Participation rate | 98.0% | 66.6%+31.4pp | 81.7%+16.3pp | 70.7%+27.3pp |
| Annual return | 11.24% | 19.45%-8.2pp | 122.05%-110.8pp | 116.85%-105.6pp |
| Employer contribution / active EE | $10,031 | $2,321+332.3% | $5,167+94.1% | $2,427+313.2% |
| Participant deferral / active EE | $5,241 | $2,789+88.0% | $5,568-5.9% | $4,046+29.6% |
| Admin fee / account holder | $865 | $710+21.9% | $16,237-94.7% | $626+38.1% |