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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,104 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,379 |
Filed as: RMB RETIREMENT PLAN SOLUTIONS Service code 16 · EIN 45-2322530 | Consulting | $26,668 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $110,619 | $80,753+37.0% | $136,294-18.8% | $62,292+77.6% |
| Participation rate | 90.0% | 73.5%+16.5pp | 81.9%+8.1pp | 69.5%+20.5pp |
| Annual return | 17.07% | 35.83%-18.8pp | 5155.94%-5138.9pp | 28.90%-11.8pp |
| Employer contribution / active EE | $3,988 | $2,884+38.3% | $4,695-15.1% | $2,042+95.3% |
| Participant deferral / active EE | $6,337 | $5,164+22.7% | $6,247+1.4% | $3,169+100.0% |
| Admin fee / account holder | $609 | $525+15.8% | $9,243-93.4% | $479+27.0% |