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 7-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 |
|---|---|---|
RPG CONSULTANTS6 years Service code 15 · EIN 13-4077182 1245 HEWLETT PLAZA · HEWLETT, NY 11557 | Recordkeeping | $31,196 |
SMITH & HOWARD, PC4 years Filed as: SMITH BROTHERS FINANCIAL, LLC Service code 26 68 NATIONAL DR. · GLASTONBURY, CT 06033 | Advisory (Participants) | $11,999 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,870 | $92,055-66.5% | $106,213-70.9% | $77,643-60.2% |
| Participation rate | 75.8% | 81.0%-5.2pp | 75.3%+0.6pp | 70.6%+5.3pp |
| Annual return | 16.58% | 17.91%-1.3pp | 116.14%-99.6pp | 31.24%-14.7pp |
| Employer contribution / active EE | $0 | $3,367-100.0% | $3,171-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,867 | $5,386-9.6% | $5,016-3.0% | $4,647+4.7% |
| Admin fee / account holder | $202 | $219-7.9% | $11,033-98.2% | $430-53.1% |