See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $63,078 |
NFP RETIREMENT INC1 year Service code 99 · EIN 33-0905143 | Other Fees | $37,293 |
RWA ADVISORS1 year Filed as: RUBIN WEALTH ADVISORS Service code 99 · EIN 26-4272744 | Other Fees | $27,063 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $456,649 | $102,317+346.3% | $146,958+210.7% | $80,856+464.8% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.2%+14.7pp | 67.6%+29.2pp |
| Annual return | 16.30% | 134.76%-118.5pp | 418.34%-402.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $18,052 | $3,713+386.2% | $4,933+266.0% | $2,755+555.3% |
| Participant deferral / active EE | $14,544 | $6,644+118.9% | $8,070+80.2% | $4,296+238.6% |
| Admin fee / account holder | $608 | $7,941-92.3% | $12,998-95.3% | $6,918-91.2% |