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 |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $63,303 |
Filed as: RPS RETIREMENT PLAN ADV Service code 27 · EIN 87-4358960 | Advisory (Plan) | $44,587 |
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 | $30,769 | $50,982-39.6% | $154,803-80.1% | $85,563-64.0% |
| Participation rate | 95.1% | 59.8%+35.3pp | 78.1%+17.0pp | 66.0%+29.1pp |
| Annual return | 17.90% | 30.35%-12.5pp | 58.88%-41.0pp | 31.51%-13.6pp |
| Employer contribution / active EE | $599 | $1,708-64.9% | $4,305-86.1% | $2,654-77.4% |
| Participant deferral / active EE | $5,329 | $2,474+115.4% | $5,540-3.8% | $4,375+21.8% |
| Admin fee / account holder | $140 | $846-83.5% | $14,329-99.0% | $834-83.2% |