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 |
|---|---|---|
RAFFA WEALTH MANAGEMENT, LLC2 years Filed as: RAFFA WEALTH MANAGEMENT Service code 27 · EIN 20-3107658 | Advisory (Plan) | $33,225 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $11,477 |
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).
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 | $205,742 | $58,208+253.5% | $81,812+151.5% | $80,856+154.5% |
| Participation rate | 92.6% | 63.4%+29.2pp | 72.3%+20.3pp | 67.6%+25.0pp |
| Annual return | 13.61% | 41.66%-28.1pp | 773.79%-760.2pp | 35.59%-22.0pp |
| Employer contribution / active EE | $9,917 | $2,340+323.8% | $2,912+240.5% | $2,755+260.0% |
| Participant deferral / active EE | $11,578 | $3,281+252.9% | $4,319+168.1% | $4,296+169.5% |
| Admin fee / account holder | $338 | $4,981-93.2% | $7,386-95.4% | $6,918-95.1% |