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 | $13,919 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,122 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,398 | $86,655-68.4% | $119,609-77.1% | $66,914-59.1% |
| Participation rate | 68.8% | 75.6%-6.8pp | 79.3%-10.5pp | 69.8%-1.1pp |
| Annual return | -15.99% | -8.00%-8.0pp | -14.97%-1.0pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,900 | $2,536-25.1% | $4,232-55.1% | $2,544-25.3% |
| Participant deferral / active EE | $3,271 | $4,358-25.0% | $5,602-41.6% | $4,237-22.8% |
| Admin fee / account holder | $151 | $755-80.0% | $10,323-98.5% | $593-74.5% |