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 10-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 |
|---|---|---|
RPA FINANCIAL LLC4 years Filed as: RPA FINANCIAL, LLC Service code 26 · EIN 83-1143379 | Advisory (Participants) | $40,000 |
PLANTE & MORAN, PLLC4 years Service code 10 · EIN 33-1498605 | Accounting | $21,500 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,893 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $7,277 |
Form 5500 reported that benefits due were not provided when due.
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 | $241,780 | $89,588+169.9% | $136,007+77.8% | $77,643+211.4% |
| Participation rate | 81.2% | 74.3%+6.9pp | 76.5%+4.7pp | 70.6%+10.6pp |
| Annual return | 20.66% | 17.42%+3.2pp | 579.32%-558.7pp | 31.24%-10.6pp |
| Employer contribution / active EE | $4,547 | $3,491+30.2% | $4,217+7.8% | $2,726+66.8% |
| Participant deferral / active EE | $14,613 | $5,591+161.3% | $7,025+108.0% | $4,647+214.4% |
| Admin fee / account holder | $67 | $539-87.6% | $6,858-99.0% | $430-84.5% |