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 |
|---|---|---|
RPG CONSULTANTS1+ years Service code 15 · EIN 13-4077182 181 SO. FRANKLIN AVENUE, SUITE 202 · VALLEY STREAM, NY 11581 | Recordkeeping | $38,207 |
COMPLETE PAYROLL PROCESSING1+ years Filed as: COMPLETE ADVISORS Service code 26 181 S. FRANKLIN AVE, SUITE 303 · VALLEY STREAM, NY 11581 | Advisory (Participants) | $35,456 |
MID ATLANTIC CAPITAL CORPORATION1+ years Filed as: MID ATLANTIC TRUST COMPANY Service code 18 1251 WATERFRONT PLACE, SUITE 525 · PITTSBURGH, PA 15222 | Custodial (securities); Custodial (ot... | $13,868 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $94,838 | $51,769+83.2% | $57,343+65.4% | $52,331+81.2% |
| Participation rate | 97.2% | 75.2%+22.0pp | 75.1%+22.1pp | 68.1%+29.1pp |
| Annual return | -1.68% | 2.43%-4.1pp | 24.39%-26.1pp | 4.54%-6.2pp |
| Employer contribution / active EE | $8,981 | $2,335+284.6% | $2,689+234.0% | $1,882+377.3% |
| Participant deferral / active EE | $6,132 | $2,794+119.5% | $3,162+93.9% | $3,022+102.9% |
| Admin fee / account holder | $543 | $295+84.1% | $3,356-83.8% | $592-8.3% |