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 LLC1 year Filed as: RPA FINANCIAL, LLC Service code 99 · EIN 83-1143379 | Other Fees | $9,317 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,359 | $65,435-27.6% | $86,677-45.4% | $66,914-29.2% |
| Participation rate | 56.3% | 75.5%-19.1pp | 76.6%-20.2pp | 69.8%-13.5pp |
| Annual return | -12.17% | -10.89%-1.3pp | 35.91%-48.1pp | 1.58%-13.8pp |
| Employer contribution / active EE | $1,298 | $2,153-39.7% | $2,836-54.2% | $2,544-49.0% |
| Participant deferral / active EE | $1,935 | $4,100-52.8% | $4,656-58.4% | $4,237-54.3% |
| Admin fee / account holder | $40 | $642-93.7% | $7,493-99.5% | $593-93.2% |