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 LLC4 years Filed as: RPA FINANCIAL, LLC Service code 99 · EIN 83-1143379 | Other Fees | $33,000 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $14,100 |
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 | $39,836 | $88,890-55.2% | $102,423-61.1% | $77,643-48.7% |
| Participation rate | 92.1% | 80.9%+11.2pp | 76.5%+15.6pp | 70.6%+21.5pp |
| Annual return | 29.45% | 24.98%+4.5pp | 29.32%+0.1pp | 31.24%-1.8pp |
| Employer contribution / active EE | $3,967 | $2,698+47.1% | $3,023+31.2% | $2,726+45.5% |
| Participant deferral / active EE | $5,807 | $5,145+12.8% | $5,053+14.9% | $4,647+24.9% |
| Admin fee / account holder | $17 | $235-93.0% | $9,451-99.8% | $430-96.1% |