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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,015 |
RPA FINANCIAL LLC2 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $14,944 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,866 | $142,424-62.2% | $100,534-46.4% | $74,304-27.5% |
| Participation rate | 95.0% | 79.6%+15.4pp | 80.6%+14.3pp | 60.3%+34.6pp |
| Annual return | 16.84% | 27.53%-10.7pp | 32.66%-15.8pp | 29.43%-12.6pp |
| Employer contribution / active EE | $2,041 | $5,555-63.3% | $4,346-53.1% | $2,241-9.0% |
| Participant deferral / active EE | $5,167 | $8,247-37.4% | $6,144-15.9% | $3,767+37.1% |
| Admin fee / account holder | $191 | $1,986-90.4% | $7,654-97.5% | $2,969-93.6% |