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 Service code 99 · EIN 83-1143379 | Other Fees | $23,990 |
Service code 64 · EIN 71-0297808 | Recordkeeping Fees | $4,900 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,432 | $79,519-64.2% | $95,952-70.4% | $73,409-61.3% |
| Participation rate | 80.3% | 81.2%-0.9pp | 77.1%+3.2pp | 72.2%+8.1pp |
| Annual return | 21.67% | 19.20%+2.5pp | 91.61%-69.9pp | 59.29%-37.6pp |
| Employer contribution / active EE | $2,516 | $2,048+22.8% | $2,541-1.0% | $2,234+12.6% |
| Participant deferral / active EE | $3,520 | $4,138-14.9% | $4,167-15.5% | $3,805-7.5% |
| Admin fee / account holder | $9 | $184-95.3% | $6,795-99.9% | $158-94.5% |