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 |
|---|---|---|
GUIDESTONE FINANCIAL RESOURCES8+ years Service code 15 · EIN 75-0939949 | Recordkeeping | $8,971 |
RPA FINANCIAL LLC3 years Filed as: RPA FINANCIAL, LLC Service code 16 · EIN 83-1143379 | Consulting | $6,000 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,938 | $73,867-39.2% | $143,757-68.7% | $68,494-34.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.69% | 1.01%-17.7pp | -0.04%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $67 | $5,755-98.8% | $14,673-99.5% | $5,403-98.8% |