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.
| Provider | Service type | Compensation |
|---|---|---|
RBF CAPITAL MANAGEMENT, INC.2+ years Service code 26 · EIN 45-5277485 | Advisory (Participants) | $141,259 |
AMERITAS LIFE INSURANCE CORP2+ years Service code 12 · EIN 47-0098400 | Participant loan processing; Other se... | $112,384 |
Service code 12 · EIN 93-2789379 | Claims processing; Plan Administrator... | $45,727 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $11,437 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $58,673 | $122,693-52.2% | $184,203-68.1% | $199,593-70.6% |
| Participation rate | 63.2% | 86.8%-23.6pp | 86.8%-23.6pp | 72.0%-8.8pp |
| Annual return | 77.56% | 143.91%-66.3pp | 28.81%+48.7pp | 34.25%+43.3pp |
| Employer contribution / active EE | $1,233 | $4,584-73.1% | $6,427-80.8% | $3,034-59.4% |
| Participant deferral / active EE | $2,793 | $7,990-65.0% | $9,131-69.4% | $5,087-45.1% |
| Admin fee / account holder | $311 | $121+158.1% | $13,901-97.8% | $269+15.7% |