See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RPW SOLUTIONS LLC3 years Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $29,008 |
NATIONWIDE11+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $25,752 |
Service code 33 4340 REDWOOD HWY #B-60 · SAN RAFAEL, CA 94903 | Securities brokerage; Other fees | $18,930 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,852 | $89,753+109.3% | $107,525+74.7% | $84,808+121.5% |
| Participation rate | 75.0% | 68.1%+6.9pp | 75.1%-0.1pp | 68.3%+6.7pp |
| Annual return | 16.69% | 29.48%-12.8pp | 181.32%-164.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $13,574 | $4,056+234.7% | $5,116+165.3% | $4,212+222.3% |
| Admin fee / account holder | $695 | $7,222-90.4% | $8,919-92.2% | $7,344-90.5% |