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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,650 |
ROYAL ALLIANCE ASSOCIATES INC4+ years Service code 61 · EIN 93-0987232 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,688 | $42,396+52.6% | $67,313-3.9% | $56,287+14.9% |
| Participation rate | 50.0% | 61.0%-11.0pp | 69.1%-19.1pp | 69.9%-19.9pp |
| Annual return | -4.46% | -36.63%+32.2pp | -4.08%-0.4pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,010 | $1,414-28.6% | $2,566-60.6% | $2,111-52.2% |
| Participant deferral / active EE | $3,686 | $2,360+56.2% | $3,568+3.3% | $3,350+10.0% |
| Admin fee / account holder | $11 | $510-97.9% | $4,507-99.8% | $521-97.9% |