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 37 · EIN 04-2647786 | Loan Processing | $37,163 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,819 |
Filed as: RMB RETIREMENT PLAN SOLUTIONS Service code 27 · EIN 45-2322530 | Advisory (Plan) | $25,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,912 | $99,957+25.0% | $149,696-16.6% | $73,488+70.0% |
| Participation rate | 98.5% | 75.7%+22.8pp | 82.5%+16.1pp | 70.7%+27.9pp |
| Annual return | 14.57% | 53.87%-39.3pp | 276.60%-262.0pp | 28.51%-13.9pp |
| Employer contribution / active EE | $5,162 | $3,191+61.8% | $4,644+11.2% | $2,270+127.4% |
| Participant deferral / active EE | $8,550 | $6,073+40.8% | $6,842+25.0% | $3,740+128.6% |
| Admin fee / account holder | $482 | $551-12.5% | $9,309-94.8% | $513-6.1% |