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 LLC2 years Filed as: RPA FINANCIAL, LLC Service code 15 · EIN 83-1143379 | Recordkeeping | $40,949 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,264 |
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 | $49,784 | $84,784-41.3% | $98,439-49.4% | $74,419-33.1% |
| Participation rate | 95.3% | 81.5%+13.7pp | 75.2%+20.1pp | 70.7%+24.5pp |
| Annual return | 85.72% | 20.59%+65.1pp | 21.16%+64.6pp | 34.38%+51.3pp |
| Employer contribution / active EE | $2,637 | $3,364-21.6% | $3,048-13.5% | $2,6370% |
| Participant deferral / active EE | $4,766 | $5,218-8.7% | $4,738+0.6% | $4,528+5.3% |
| Admin fee / account holder | $121 | $204-40.9% | $8,948-98.6% | $348-65.3% |