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 INC4+ years Filed as: ROYAL ALLIANCE ASSOCIATIES INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $51,709 |
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $48,627 |
BFBA, LLP2 years Service code 10 · EIN 68-0000424 | Accounting | $10,500 |
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 | $94,510 | $56,443+67.4% | $83,848+12.7% | $55,725+69.6% |
| Participation rate | 86.2% | 72.0%+14.1pp | 76.1%+10.0pp | 70.9%+15.3pp |
| Annual return | -4.91% | 393.67%-398.6pp | 850.88%-855.8pp | 244.93%-249.8pp |
| Employer contribution / active EE | $3,875 | $2,682+44.5% | $3,631+6.7% | $2,078+86.5% |
| Participant deferral / active EE | $7,218 | $2,965+143.4% | $4,082+76.8% | $3,356+115.1% |
| Admin fee / account holder | $161 | $156+2.9% | $5,478-97.1% | $115+39.6% |