Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,510 | $85,515-55.0% | $112,040-65.6% | $67,986-43.4% |
| Participation rate | 78.2% | 68.2%+10.0pp | 76.5%+1.7pp | 57.2%+21.0pp |
| Annual return | 18.87% | 29.68%-10.8pp | 24.52%-5.6pp | 31.67%-12.8pp |
| Employer contribution / active EE | $1,125 | $2,191-48.7% | $2,954-61.9% | $2,019-44.3% |
| Participant deferral / active EE | $4,558 | $4,014+13.5% | $5,098-10.6% | $3,358+35.7% |
| Admin fee / account holder | $347 | $3,774-90.8% | $12,098-97.1% | $3,203-89.2% |