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 INC6+ years Filed as: ROYAL ALLIANCE ASSOCIATIES INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $56,045 |
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $51,126 |
BFBA, LLP4 years Service code 10 · EIN 68-0000424 | Accounting | $11,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $123,137 | $91,517+34.6% | $101,248+21.6% | $73,409+67.7% |
| Participation rate | 88.6% | 73.8%+14.8pp | 75.8%+12.8pp | 72.2%+16.5pp |
| Annual return | 14.87% | 17.17%-2.3pp | 46.47%-31.6pp | 59.29%-44.4pp |
| Employer contribution / active EE | $3,902 | $2,877+35.6% | $3,660+6.6% | $2,234+74.7% |
| Participant deferral / active EE | $7,860 | $3,338+135.4% | $4,370+79.9% | $3,805+106.5% |
| Admin fee / account holder | $165 | $216-23.4% | $5,945-97.2% | $158+4.7% |