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 | $20,803 |
RPM ADVISORS LLC4 years Service code 27 · EIN 50-2028000 | Advisory (Plan) | $9,615 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,310 | $55,416-76.0% | $75,972-82.5% | $77,643-82.9% |
| Participation rate | 74.2% | 63.6%+10.6pp | 69.1%+5.2pp | 70.6%+3.6pp |
| Annual return | 15.88% | 17.07%-1.2pp | 359.55%-343.7pp | 31.24%-15.4pp |
| Employer contribution / active EE | $576 | $1,788-67.8% | $2,685-78.6% | $2,726-78.9% |
| Participant deferral / active EE | $2,417 | $3,447-29.9% | $4,255-43.2% | $4,647-48.0% |
| Admin fee / account holder | $95 | $414-77.2% | $6,467-98.5% | $430-78.0% |