See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $135,404 |
RPA FINANCIAL LLC2 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $51,315 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $58,382 | $95,388-38.8% | $125,339-53.4% | $77,904-25.1% |
| Participation rate | 97.1% | 78.6%+18.5pp | 82.4%+14.7pp | 73.7%+23.4pp |
| Annual return | -14.11% | 116.19%-130.3pp | 572.05%-586.2pp | 12.21%-26.3pp |
| Employer contribution / active EE | $1,398 | $3,666-61.9% | $4,814-71.0% | $2,848-50.9% |
| Participant deferral / active EE | $5,857 | $7,711-24.0% | $7,446-21.3% | $4,806+21.9% |
| Admin fee / account holder | $83 | $119-30.4% | $10,010-99.2% | $133-37.6% |