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) | $22,639 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,220 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,972 | $50,956-41.2% | $96,562-69.0% | $86,799-65.5% |
| Participation rate | 70.8% | 65.2%+5.5pp | 69.8%+1.0pp | 72.3%-1.5pp |
| Annual return | 12.45% | 21.27%-8.8pp | 37.78%-25.3pp | 97.91%-85.5pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,356-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,835 | $2,954-4.0% | $3,849-26.3% | $4,131-31.4% |
| Admin fee / account holder | $118 | $166-28.8% | $6,181-98.1% | $170-30.2% |