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 8-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 CONSULTANTS3 years Service code 15 · EIN 13-4077182 181 SO. FRANKLIN AVENUE · VALLEY STREAM, NY 11581 | Recordkeeping | $7,414 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,228 | $69,362-88.1% | $101,248-91.9% | $73,488-88.8% |
| Participation rate | 56.2% | 68.4%-12.2pp | 75.8%-19.6pp | 70.7%-14.5pp |
| Annual return | 15.20% | 18.46%-3.3pp | 46.47%-31.3pp | 28.51%-13.3pp |
| Employer contribution / active EE | $676 | $2,628-74.3% | $3,660-81.5% | $2,270-70.2% |
| Participant deferral / active EE | $1,155 | $3,300-65.0% | $4,370-73.6% | $3,740-69.1% |
| Admin fee / account holder | $77 | $704-89.0% | $5,945-98.7% | $513-84.9% |