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 | $17,504 |
RPM ADVISORS LLC2 years Service code 27 · EIN 50-2028000 | Advisory (Plan) | $9,004 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,279 | $63,442-71.2% | $68,791-73.4% | $66,914-72.7% |
| Participation rate | 63.1% | 60.0%+3.1pp | 69.0%-6.0pp | 69.8%-6.7pp |
| Annual return | -15.02% | -8.29%-6.7pp | -6.38%-8.6pp | 1.58%-16.6pp |
| Employer contribution / active EE | $609 | $1,775-65.7% | $2,655-77.0% | $2,544-76.0% |
| Participant deferral / active EE | $2,663 | $2,945-9.6% | $3,941-32.4% | $4,237-37.2% |
| Admin fee / account holder | $139 | $577-75.9% | $4,932-97.2% | $593-76.5% |