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 9-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 |
|---|---|---|
Service code 33 | Other fees; Securities brokerage | $50,974 |
RPW SOLUTIONS LLC1 year Service code 16 | Consulting | $6,295 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,176 | $58,926+47.9% | $97,226-10.3% | $74,495+17.0% |
| Participation rate | 87.4% | 63.5%+23.9pp | 72.7%+14.7pp | 67.2%+20.2pp |
| Annual return | 17.92% | 16.04%+1.9pp | 75.13%-57.2pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $1,561 | $1,894-17.6% | $2,729-42.8% | $2,623-40.5% |
| Participant deferral / active EE | $5,353 | $3,664+46.1% | $4,264+25.5% | $4,346+23.2% |
| Admin fee / account holder | $198 | $1,974-90.0% | $5,654-96.5% | $1,942-89.8% |