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 |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $19,683 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,992 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $41,423 | $51,466-19.5% | $78,778-47.4% | $62,292-33.5% |
| Participation rate | 79.5% | 59.8%+19.7pp | 69.2%+10.3pp | 69.5%+9.9pp |
| Annual return | 15.84% | 19.96%-4.1pp | 35.62%-19.8pp | 28.90%-13.1pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,428 | $2,147+59.6% | $2,958+15.9% | $3,169+8.2% |
| Admin fee / account holder | $275 | $489-43.7% | $5,134-94.6% | $479-42.5% |