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 ASSOCIATES, INC. Service code 51 1440 N. 16TH AVENUE · YAKIMA, WA 98902 | Investment Mgmt Fees | $13,607 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,885 | $64,909+7.7% | $82,313-15.1% | $62,292+12.2% |
| Participation rate | 48.1% | 74.9%-26.7pp | 76.9%-28.8pp | 69.5%-21.4pp |
| Annual return | 3.65% | 21.18%-17.5pp | 25.88%-22.2pp | 28.90%-25.2pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $794 | $3,103-74.4% | $3,706-78.6% | $3,169-74.9% |
| Admin fee / account holder | $130 | $440-70.4% | $5,608-97.7% | $479-72.8% |