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 INC3+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 51 1440 N. 16TH AVENUE · YAKIMA, WA 98902 | Investment Mgmt Fees | $15,333 |
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.
Employer contribution per participant 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 | $71,124 | $59,186+20.2% | $76,768-7.4% | $56,287+26.4% |
| Participation rate | 44.7% | 75.2%-30.5pp | 77.0%-32.3pp | 69.9%-25.1pp |
| Annual return | 1.71% | 6.62%-4.9pp | 2.43%-0.7pp | -9.96%+11.7pp |
| Employer contribution / active EE | $1 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $740 | $3,255-77.3% | $3,852-80.8% | $3,350-77.9% |
| Admin fee / account holder | $190 | $489-61.2% | $6,675-97.2% | $521-63.6% |