See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC1+ years Service code 27 ONE WORLD FINANCIAL CENTER, 14TH FL · NEW YORK, NY 10281 | Advisory (Plan) | $46,515 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $4,915 |
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 | $50,318 | $70,002-28.1% | $115,037-56.3% | $52,331-3.8% |
| Participation rate | 90.8% | 72.1%+18.7pp | 81.4%+9.5pp | 68.1%+22.7pp |
| Annual return | 1.66% | 4.04%-2.4pp | 26.14%-24.5pp | 4.54%-2.9pp |
| Employer contribution / active EE | $1,335 | $2,715-50.8% | $4,608-71.0% | $1,882-29.0% |
| Participant deferral / active EE | $6,595 | $4,920+34.1% | $6,026+9.4% | $3,022+118.2% |
| Admin fee / account holder | $157 | $566-72.3% | $8,175-98.1% | $592-73.5% |