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 |
|---|---|---|
RPCG, LLC1 year Filed as: RPCG LLC Service code 13 · EIN 82-5042619 | Contract Administrator | $17,777 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,035 |
Filed as: WILSHIRE ADVISORS Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,813 | $62,127+38.1% | $81,382+5.4% | $74,495+15.2% |
| Participation rate | 95.0% | 64.0%+31.0pp | 69.5%+25.5pp | 67.2%+27.8pp |
| Annual return | 37.33% | 16.48%+20.8pp | 24.73%+12.6pp | 1364.94%-1327.6pp |
| Employer contribution / active EE | $4,485 | $1,882+138.3% | $2,463+82.1% | $2,623+71.0% |
| Participant deferral / active EE | $3,644 | $3,229+12.8% | $3,883-6.2% | $4,346-16.2% |
| Admin fee / account holder | $262 | $1,934-86.4% | $5,768-95.5% | $1,942-86.5% |