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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $86,653 |
RPA FINANCIAL LLC5 years Filed as: RPA FINANCIAL, LLC Service code 99 · EIN 83-1143379 | Other Fees | $36,000 |
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 | $51,202 | $98,727-48.1% | $113,168-54.8% | $85,563-40.2% |
| Participation rate | 92.3% | 80.8%+11.5pp | 76.6%+15.8pp | 66.0%+26.4pp |
| Annual return | 22.01% | 17.43%+4.6pp | 24.27%-2.3pp | 31.51%-9.5pp |
| Employer contribution / active EE | $4,392 | $2,907+51.1% | $2,975+47.6% | $2,654+65.5% |
| Participant deferral / active EE | $6,260 | $5,424+15.4% | $5,107+22.6% | $4,375+43.1% |
| Admin fee / account holder | $95 | $357-73.4% | $12,068-99.2% | $834-88.6% |