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 |
|---|---|---|
RWA ADVISORS1 year Filed as: RWA WEALTH PARTNERS, LLC Service code 15 · EIN 85-4350616 | Recordkeeping | $38,005 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,386 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $38,510 | $87,870-56.2% | $113,168-66.0% | $74,304-48.2% |
| Participation rate | 78.2% | 70.7%+7.5pp | 76.6%+1.7pp | 60.3%+17.9pp |
| Annual return | 18.87% | 26.44%-7.6pp | 24.27%-5.4pp | 29.43%-10.6pp |
| Employer contribution / active EE | $1,125 | $2,277-50.6% | $2,975-62.2% | $2,241-49.8% |
| Participant deferral / active EE | $4,558 | $4,241+7.5% | $5,107-10.8% | $3,767+21.0% |
| Admin fee / account holder | $347 | $3,368-89.7% | $12,068-97.1% | $2,969-88.3% |