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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,597 |
Filed as: RPS RETIREMENT PLAN ADVISORS LLC Service code 15 · EIN 87-4358960 | Recordkeeping | $10,779 |
Filed as: RPS RETIREMENT PLAN ADVISORS Service code 15 · EIN 74-2589344 | Recordkeeping | $10,720 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,195 | $59,159-49.0% | $159,960-81.1% | $66,914-54.9% |
| Participation rate | 98.2% | 68.1%+30.1pp | 78.0%+20.2pp | 69.8%+28.4pp |
| Annual return | -18.70% | -12.26%-6.4pp | 408.60%-427.3pp | 1.58%-20.3pp |
| Employer contribution / active EE | $1,714 | $1,983-13.6% | $4,226-59.4% | $2,544-32.6% |
| Participant deferral / active EE | $3,563 | $4,395-18.9% | $6,182-42.4% | $4,237-15.9% |
| Admin fee / account holder | $234 | $591-60.4% | $8,698-97.3% | $593-60.6% |