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 LLC5 years Filed as: RPA FINANCIAL, LLC Service code 15 · EIN 83-1143379 | Recordkeeping | $57,465 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,688 |
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 | $128,107 | $80,724+58.7% | $103,333+24.0% | $74,495+72.0% |
| Participation rate | 95.5% | 65.7%+29.8pp | 74.5%+21.0pp | 67.2%+28.3pp |
| Annual return | 17.20% | 27.56%-10.4pp | 24.88%-7.7pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $2,563 | $3,157-18.8% | $3,868-33.7% | $2,623-2.3% |
| Participant deferral / active EE | $12,676 | $3,860+228.4% | $5,057+150.6% | $4,346+191.7% |
| Admin fee / account holder | $405 | $2,368-82.9% | $8,355-95.2% | $1,942-79.2% |