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 Service code 27 · EIN 83-1143379 | Advisory (Plan) | $44,685 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $21,641 |
THE RYDING COMPANY8 years Service code 15 · EIN 95-3497679 | Recordkeeping | $2,853 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,757 | $101,317-1.5% | $146,958-32.1% | $74,495+33.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.93% | 8730.91%-8716.0pp | 418.34%-403.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $4,040 | $3,810+6.0% | $4,933-18.1% | $2,623+54.0% |
| Participant deferral / active EE | $11,156 | $7,303+52.8% | $8,070+38.2% | $4,346+156.7% |
| Admin fee / account holder | $355 | $1,739-79.6% | $12,998-97.3% | $1,942-81.7% |