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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,242 |
RPM ADVISORS LLC1 year Service code 27 · EIN 50-2028000 | Advisory (Plan) | $8,135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,553 | $60,776-59.6% | $85,682-71.3% | $79,386-69.1% |
| Participation rate | 55.4% | 62.1%-6.7pp | 69.9%-14.4pp | 70.7%-15.3pp |
| Annual return | 17.57% | 16.57%+1.0pp | 21.49%-3.9pp | 116.85%-99.3pp |
| Employer contribution / active EE | $490 | $1,663-70.5% | $2,618-81.3% | $2,427-79.8% |
| Participant deferral / active EE | $2,253 | $2,919-22.8% | $3,923-42.6% | $4,046-44.3% |
| Admin fee / account holder | $149 | $438-66.0% | $6,873-97.8% | $626-76.2% |