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 | $9,533 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,550 |
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 | $61,492 | $79,171-22.3% | $102,423-40.0% | $74,495-17.5% |
| Participation rate | 50.8% | 74.8%-24.0pp | 76.5%-25.7pp | 67.2%-16.4pp |
| Annual return | 18.71% | 54.93%-36.2pp | 29.32%-10.6pp | 1364.94%-1346.2pp |
| Employer contribution / active EE | $1,458 | $2,362-38.3% | $3,023-51.8% | $2,623-44.4% |
| Participant deferral / active EE | $2,112 | $4,415-52.2% | $5,053-58.2% | $4,346-51.4% |
| Admin fee / account holder | $39 | $2,001-98.0% | $9,451-99.6% | $1,942-98.0% |