See peer percentile detail. $4.99 for your first month.
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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) | $17,372 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,242 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $27,471 | $40,174-31.6% | $84,015-67.3% | $67,579-59.3% |
| Participation rate | 61.1% | 62.7%-1.6pp | 69.0%-7.9pp | 71.3%-10.1pp |
| Annual return | 17.93% | 25.82%-7.9pp | 71.31%-53.4pp | 378.56%-360.6pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,983-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,160 | $2,301-6.1% | $3,239-33.3% | $3,539-39.0% |
| Admin fee / account holder | $113 | $128-11.7% | $6,101-98.1% | $142-20.4% |