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 |
|---|---|---|
RTD FINANCIAL ADVISORS, INC.7 years Service code 27 · EIN 22-2446145 | Advisory (Plan) | $59,137 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $42,159 |
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 | $57,392 | $46,292+24.0% | $143,757-60.1% | $64,808-11.4% |
| Participation rate | 95.7% | 64.2%+31.5pp | 80.3%+15.4pp | 71.5%+24.2pp |
| Annual return | -14.59% | -10.05%-4.5pp | -0.04%-14.6pp | 32.82%-47.4pp |
| Employer contribution / active EE | $4,787 | $1,910+150.7% | $4,951-3.3% | $2,506+91.0% |
| Participant deferral / active EE | $4,970 | $2,646+87.8% | $5,637-11.8% | $4,310+15.3% |
| Admin fee / account holder | $183 | $154+19.1% | $14,673-98.8% | $188-2.5% |