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) | $28,255 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,664 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $6,908 |
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 | $97,485 | $65,061+49.8% | $143,757-32.2% | $66,914+45.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -14.89% | -11.14%-3.8pp | -0.04%-14.9pp | 1.58%-16.5pp |
| Employer contribution / active EE | $9,878 | $2,361+318.5% | $4,951+99.5% | $2,544+288.3% |
| Participant deferral / active EE | $4,902 | $2,919+67.9% | $5,637-13.0% | $4,237+15.7% |
| Admin fee / account holder | $778 | $502+54.9% | $14,673-94.7% | $593+31.1% |