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 7-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 |
|---|---|---|
RAPHAEL AND RAPHAEL, LLP6 years Filed as: RAPHEAL & RAPHAEL LLP Service code 10 · EIN 04-2206126 | Accounting | $29,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,756 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,207 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,911 | $88,890-41.6% | $102,423-49.3% | $77,643-33.1% |
| Participation rate | 87.2% | 80.9%+6.3pp | 76.5%+10.7pp | 70.6%+16.6pp |
| Annual return | 13.81% | 24.98%-11.2pp | 29.32%-15.5pp | 31.24%-17.4pp |
| Employer contribution / active EE | $1,627 | $2,698-39.7% | $3,023-46.2% | $2,726-40.3% |
| Participant deferral / active EE | $4,306 | $5,145-16.3% | $5,053-14.8% | $4,647-7.3% |
| Admin fee / account holder | $97 | $235-58.8% | $9,451-99.0% | $430-77.5% |