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 | $15,450 |
RPM ADVISORS LLC3+ years Service code 27 624 MAIN AVENUE · FARGO, ND 58103 | Advisory (Plan) | $5,395 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,441 | $64,909-25.4% | $82,313-41.2% | $62,292-22.2% |
| Participation rate | 95.7% | 74.9%+20.8pp | 76.9%+18.8pp | 69.5%+26.1pp |
| Annual return | 17.93% | 21.18%-3.3pp | 25.88%-7.9pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,969 | $1,676+17.5% | $2,428-18.9% | $2,042-3.6% |
| Participant deferral / active EE | $3,760 | $3,103+21.2% | $3,706+1.5% | $3,169+18.6% |
| Admin fee / account holder | $132 | $440-70.0% | $5,608-97.6% | $479-72.5% |