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 99 · EIN 83-1143379 | Other Fees | $49,849 |
Service code 15 · EIN 71-0294708 | Recordkeeping | $9,556 |
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 | $20,248 | $72,254-72.0% | $86,677-76.6% | $64,808-68.8% |
| Participation rate | 93.0% | 80.4%+12.5pp | 76.6%+16.4pp | 71.5%+21.5pp |
| Annual return | -13.81% | 392.42%-406.2pp | 35.91%-49.7pp | 32.82%-46.6pp |
| Employer contribution / active EE | $3,293 | $2,393+37.6% | $2,836+16.1% | $2,506+31.4% |
| Participant deferral / active EE | $4,427 | $4,658-5.0% | $4,656-4.9% | $4,310+2.7% |
| Admin fee / account holder | $13 | $174-92.3% | $7,493-99.8% | $188-92.9% |