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 8-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 27 · EIN 93-0987232 | Advisory (Plan) | $83,913 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $1,756 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
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 | $155,021 | $99,957+55.1% | $149,696+3.6% | $73,488+110.9% |
| Participation rate | 81.2% | 75.7%+5.5pp | 82.5%-1.3pp | 70.7%+10.5pp |
| Annual return | 16.16% | 53.87%-37.7pp | 276.60%-260.4pp | 28.51%-12.4pp |
| Employer contribution / active EE | $1,704 | $3,191-46.6% | $4,644-63.3% | $2,270-24.9% |
| Participant deferral / active EE | $8,729 | $6,073+43.7% | $6,842+27.6% | $3,740+133.4% |
| Admin fee / account holder | $264 | $551-52.1% | $9,309-97.2% | $513-48.6% |