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 |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC2+ years Filed as: ROYAL ALLIANCE ASSOC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $49,639 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,156 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,655 | $80,177-69.2% | $123,892-80.1% | $57,658-57.2% |
| Participation rate | 98.3% | 74.4%+23.8pp | 81.4%+16.8pp | 70.2%+28.0pp |
| Annual return | 15.04% | 17.90%-2.9pp | 47.52%-32.5pp | 5.13%+9.9pp |
| Employer contribution / active EE | $2,316 | $2,913-20.5% | $4,617-49.8% | $1,974+17.3% |
| Participant deferral / active EE | $6,676 | $5,130+30.1% | $5,984+11.6% | $3,061+118.1% |
| Admin fee / account holder | $99 | $106-6.5% | $8,357-98.8% | $95+5.2% |