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 | $17,799 |
RPM ADVISORS LLC3 years Service code 27 · EIN 50-2028000 | Advisory (Plan) | $9,041 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,648 | $51,045-71.3% | $70,515-79.2% | $71,457-79.5% |
| Participation rate | 67.5% | 59.4%+8.1pp | 68.3%-0.8pp | 67.9%-0.4pp |
| Annual return | 7.58% | 42.63%-35.1pp | 32.77%-25.2pp | 28.85%-21.3pp |
| Employer contribution / active EE | $615 | $1,790-65.6% | $2,973-79.3% | $2,588-76.2% |
| Participant deferral / active EE | $2,531 | $3,026-16.4% | $4,567-44.6% | $4,289-41.0% |
| Admin fee / account holder | $104 | $1,994-94.8% | $6,412-98.4% | $1,587-93.5% |