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 60 · EIN 04-2647786 | Sub-TA Fees | $12,403 |
RPM ADVISORS LLC2+ years Service code 27 · EIN 45-5512255 | Advisory (Plan) | $5,478 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,496 | $60,165-29.4% | $74,183-42.7% | $55,167-23.0% |
| Participation rate | 92.9% | 74.2%+18.8pp | 76.6%+16.3pp | 69.0%+23.9pp |
| Annual return | 8.82% | 10.00%-1.2pp | 17.74%-8.9pp | 169.23%-160.4pp |
| Employer contribution / active EE | $1,750 | $1,600+9.4% | $2,370-26.2% | $1,963-10.8% |
| Participant deferral / active EE | $3,943 | $2,973+32.6% | $3,550+11.1% | $3,054+29.1% |
| Admin fee / account holder | $129 | $419-69.3% | $5,586-97.7% | $504-74.5% |