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 | $25,787 |
RPM ADVISORS LLC5 years Service code 27 · EIN 50-2028000 1133 HARWOOD DR S STE D · FARGO, MD 58104 | Advisory (Plan) | $11,153 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,336 | $57,831-78.7% | $82,389-85.0% | $85,563-85.6% |
| Participation rate | 77.0% | 55.0%+22.0pp | 69.5%+7.5pp | 66.0%+11.1pp |
| Annual return | 11.53% | 17.86%-6.3pp | 28.67%-17.1pp | 31.51%-20.0pp |
| Employer contribution / active EE | $601 | $1,643-63.4% | $2,517-76.1% | $2,654-77.4% |
| Participant deferral / active EE | $2,526 | $3,118-19.0% | $4,155-39.2% | $4,375-42.3% |
| Admin fee / account holder | $88 | $1,391-93.7% | $7,231-98.8% | $834-89.4% |