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 LLC3 years Filed as: RPA FINANCIAL, LLC Service code 99 · EIN 83-1143379 | Other Fees | $24,000 |
Service code 15 · EIN 71-0294708 | Recordkeeping | $15,150 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,926 | $99,078-68.8% | $96,544-68.0% | $74,419-58.4% |
| Participation rate | 92.3% | 80.7%+11.7pp | 76.0%+16.4pp | 70.7%+21.6pp |
| Annual return | 23.76% | 22.48%+1.3pp | 25.84%-2.1pp | 34.38%-10.6pp |
| Employer contribution / active EE | $4,173 | $2,570+62.4% | $2,965+40.8% | $2,637+58.2% |
| Participant deferral / active EE | $5,522 | $4,933+11.9% | $4,851+13.8% | $4,528+21.9% |
| Admin fee / account holder | $21 | $225-90.6% | $8,252-99.7% | $348-93.9% |