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 27 · EIN 47-1411118 4340 REDWOOD HWY #B-60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $32,128 |
RPW SOLUTIONS LLC3 years Filed as: RPW SOLUTIONS INC Service code 13 · EIN 02-6405960 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $26,265 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,811 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,064 | $88,083+183.9% | $164,813+51.7% | $74,495+235.7% |
| Participation rate | 95.0% | 73.0%+22.0pp | 78.6%+16.4pp | 67.2%+27.8pp |
| Annual return | 12.21% | 17.26%-5.1pp | 69.93%-57.7pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $1,823 | $2,593-29.7% | $4,341-58.0% | $2,623-30.5% |
| Participant deferral / active EE | $11,386 | $4,498+153.2% | $6,031+88.8% | $4,346+162.0% |
| Admin fee / account holder | $515 | $2,234-76.9% | $12,690-95.9% | $1,942-73.5% |