See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 55 | Other Commissions | $8,504 |
Filed as: ROYAL ALLIANCE ASSOCIATES INC. Service code 55 10 EXCHANGE PL · JERSEY CTIY, NJ 07302 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,593 | $60,989-48.2% | $60,874-48.1% | $66,914-52.8% |
| Participation rate | 93.8% | 74.5%+19.3pp | 73.1%+20.6pp | 69.8%+23.9pp |
| Annual return | 4.02% | -9.60%+13.6pp | 16.90%-12.9pp | 1.58%+2.4pp |
| Employer contribution / active EE | $4,861 | $2,661+82.7% | $2,701+79.9% | $2,544+91.1% |
| Participant deferral / active EE | $1,496 | $3,615-58.6% | $3,817-60.8% | $4,237-64.7% |
| Admin fee / account holder | $34 | $338-89.9% | $3,224-98.9% | $593-94.3% |