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 Service code 27 · EIN 93-0987232 | Advisory (Plan) | $29,758 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
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 | $107,275 | $75,183+42.7% | $123,892-13.4% | $55,167+94.5% |
| Participation rate | 78.5% | 72.8%+5.6pp | 81.4%-3.0pp | 69.0%+9.5pp |
| Annual return | 8.78% | 19.01%-10.2pp | 47.52%-38.7pp | 169.23%-160.4pp |
| Employer contribution / active EE | $3,109 | $2,823+10.1% | $4,617-32.7% | $1,963+58.4% |
| Participant deferral / active EE | $3,951 | $5,084-22.3% | $5,984-34.0% | $3,054+29.4% |
| Admin fee / account holder | $267 | $663-59.8% | $8,357-96.8% | $504-47.1% |