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 |
|---|---|---|
RWM ASSET MANAGEMENT, LLC2 years Service code 27 2100 LAKE EUSTIS DR · TAVARES, FL 327782064 | Advisory (Plan) | $46,411 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $8,294 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,834 | $105,181+6.3% | $159,436-29.9% | $85,850+30.3% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.8%+13.4pp | 69.3%+26.9pp |
| Annual return | 16.17% | 45.07%-28.9pp | 263.57%-247.4pp | 318.53%-302.4pp |
| Employer contribution / active EE | $1,633 | $3,318-50.8% | $4,829-66.2% | $2,565-36.3% |
| Participant deferral / active EE | $8,089 | $5,945+36.1% | $7,352+10.0% | $3,952+104.7% |
| Admin fee / account holder | $622 | $6,933-91.0% | $10,799-94.2% | $6,260-90.1% |