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 99 · EIN 83-1143379 | Other Fees | $39,390 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5,800 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,990 | $185,342-86.5% | $111,297-77.5% | $86,799-71.2% |
| Participation rate | 87.2% | 81.0%+6.3pp | 77.3%+9.9pp | 72.3%+15.0pp |
| Annual return | 16.54% | 500.80%-484.3pp | 54.65%-38.1pp | 97.91%-81.4pp |
| Employer contribution / active EE | $2,715 | $2,246+20.9% | $2,731-0.6% | $2,405+12.9% |
| Participant deferral / active EE | $3,579 | $4,458-19.7% | $4,487-20.2% | $4,131-13.4% |
| Admin fee / account holder | $12 | $255-95.1% | $7,964-99.8% | $170-92.7% |