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 | $1,425 |
Service code 61 · EIN 26-4310632 | Finders' fees / placement fees | $0 |
ROYAL ALLIANCE ASSOCIATES INC5+ 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 | $71,738 | $47,922+49.7% | $75,886-5.5% | $65,185+10.1% |
| Participation rate | 52.7% | 63.0%-10.3pp | 69.3%-16.6pp | 70.2%-17.5pp |
| Annual return | 24.63% | 24.12%+0.5pp | 30.76%-6.1pp | 29.38%-4.8pp |
| Employer contribution / active EE | $855 | $1,557-45.1% | $2,500-65.8% | $2,177-60.7% |
| Participant deferral / active EE | $3,771 | $2,550+47.9% | $3,603+4.7% | $3,514+7.3% |
| Admin fee / account holder | $10 | $532-98.2% | $5,418-99.8% | $847-98.9% |