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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $130,094 |
Service code 99 · EIN 33-0905143 | Other Fees | $50,006 |
RWA ADVISORS2 years Filed as: RUBIN WEALTH ADVISORS Service code 99 · EIN 26-4272744 | Other Fees | $25,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $519,151 | $109,881+372.5% | $150,045+246.0% | $84,808+512.2% |
| Participation rate | 96.8% | 76.1%+20.8pp | 82.3%+14.5pp | 68.3%+28.5pp |
| Annual return | 14.90% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $17,743 | $3,561+398.2% | $4,693+278.1% | $2,631+574.4% |
| Participant deferral / active EE | $13,965 | $6,636+110.4% | $7,997+74.6% | $4,212+231.6% |
| Admin fee / account holder | $1,151 | $8,568-86.6% | $13,435-91.4% | $7,344-84.3% |