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 INC5+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 51 1440 N. 16TH AVENUE · YAKIMA, WA 98902 | Investment Mgmt Fees | $7,478 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RTMT PLAN SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $913 |
Service code 13 1440 N 16TH AVENUE · YAKIMA, WA 98902 | Contract Administrator | $400 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,391 | $73,638-1.7% | $95,952-24.6% | $73,488-1.5% |
| Participation rate | 47.3% | 76.2%-28.9pp | 77.1%-29.8pp | 70.7%-23.4pp |
| Annual return | 4.60% | 16.78%-12.2pp | 91.61%-87.0pp | 28.51%-23.9pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $732 | $3,617-79.8% | $4,167-82.4% | $3,740-80.4% |
| Admin fee / account holder | $89 | $482-81.5% | $6,795-98.7% | $513-82.6% |