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 |
|---|---|---|
RAFFA WEALTH MANAGEMENT, LLC4+ years Service code 15 · EIN 20-3107658 | Recordkeeping | $10,502 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,380 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,657 | $73,102-52.6% | $123,544-71.9% | $56,287-38.4% |
| Participation rate | 58.5% | 74.3%-15.8pp | 82.3%-23.8pp | 69.9%-11.4pp |
| Annual return | -5.73% | 3.01%-8.7pp | 119.20%-124.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $755 | $2,977-74.6% | $4,628-83.7% | $2,111-64.2% |
| Participant deferral / active EE | $5,596 | $5,423+3.2% | $6,426-12.9% | $3,350+67.1% |
| Admin fee / account holder | $112 | $554-79.8% | $9,284-98.8% | $521-78.5% |