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.
| Provider | Service type | Compensation |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC1+ years Filed as: ROYAL ALLIANCE. Service code 27 4840 N RIVERS BLVD · NE CEDAR RAPIDS, IA 52411 | Advisory (Plan) | $56,984 |
NEWPORT GROUP, INC.1+ years Service code 37 · EIN 27-2037969 | Loan Processing | $35,224 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,094 | $92,971+38.9% | $96,683+33.5% | $74,419+73.5% |
| Participation rate | 47.8% | 71.5%-23.8pp | 74.3%-26.6pp | 70.7%-22.9pp |
| Annual return | 25.15% | 37.49%-12.3pp | 35.69%-10.5pp | 34.38%-9.2pp |
| Employer contribution / active EE | $1,490 | $3,426-56.5% | $3,737-60.1% | $2,637-43.5% |
| Participant deferral / active EE | $4,334 | $3,970+9.2% | $4,878-11.2% | $4,528-4.3% |
| Admin fee / account holder | $437 | $633-30.9% | $6,730-93.5% | $348+25.6% |