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 4-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 |
|---|---|---|
Filed as: RAFFA WEALTH MANAGEMENT Service code 27 · EIN 20-3107658 | Advisory (Plan) | $30,479 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $9,871 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,113 | $57,281+249.4% | $86,612+131.0% | $75,163+166.2% |
| Participation rate | 96.3% | 63.2%+33.1pp | 71.7%+24.6pp | 67.2%+29.1pp |
| Annual return | 20.09% | 2670.75%-2650.7pp | 591.07%-571.0pp | 160.62%-140.5pp |
| Employer contribution / active EE | $16,442 | $2,314+610.4% | $3,022+444.0% | $2,670+515.8% |
| Participant deferral / active EE | $13,901 | $3,318+319.0% | $4,438+213.2% | $4,125+237.0% |
| Admin fee / account holder | $308 | $4,112-92.5% | $5,614-94.5% | $5,651-94.5% |