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 9-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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $184,392 |
GLORYBEE NATURAL SWEETNERS, INC.1 year Service code 55 | Other Commissions | $114,423 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 55 10 EXCHANGE PL STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,489 | $39,973+1.3% | $79,550-49.1% | $77,904-48.0% |
| Participation rate | 35.5% | 64.6%-29.1pp | 69.5%-34.0pp | 73.7%-38.2pp |
| Annual return | -20.45% | 3.42%-23.9pp | 0.16%-20.6pp | 12.21%-32.7pp |
| Employer contribution / active EE | $90 | $1,088-91.7% | $2,413-96.2% | $2,848-96.8% |
| Participant deferral / active EE | $2,957 | $2,774+6.6% | $3,985-25.8% | $4,806-38.5% |
| Admin fee / account holder | $161 | $113+42.6% | $6,832-97.6% | $133+21.5% |