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 LLC1 year Filed as: RPA FINANCIAL, LLC Service code 15 · EIN 83-1143379 | Recordkeeping | $26,817 |
LANE GORMAN TRUBITT, PLLC4 years Filed as: LANE GORMAN TRUBITT LLC Service code 15 · EIN 75-1044330 | Recordkeeping | $17,000 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,309 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,705 | $81,908-61.3% | $90,749-65.1% | $64,808-51.1% |
| Participation rate | 94.0% | 80.5%+13.5pp | 75.7%+18.3pp | 71.5%+22.5pp |
| Annual return | -0.29% | -12.53%+12.2pp | -12.16%+11.9pp | 32.82%-33.1pp |
| Employer contribution / active EE | $2,581 | $3,065-15.8% | $2,921-11.6% | $2,506+3.0% |
| Participant deferral / active EE | $4,534 | $4,840-6.3% | $4,564-0.7% | $4,310+5.2% |
| Admin fee / account holder | $149 | $157-5.0% | $8,445-98.2% | $188-20.5% |