Filed December 3, 2025
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 37 · EIN 04-2647786 | Loan Processing | $57,542 |
RPA FINANCIAL LLC5 years Service code 27 · EIN 83-1143379 | Advisory (Plan) | $31,015 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,730 | $82,972-63.0% | $103,374-70.3% | $77,671-60.4% |
| Participation rate | 70.2% | 71.5%-1.4pp | 74.5%-4.3pp | 70.6%-0.4pp |
| Annual return | 12.04% | 19.14%-7.1pp | 24.89%-12.8pp | 31.21%-19.2pp |
| Employer contribution / active EE | $265 | $3,554-92.6% | $3,869-93.2% | $2,726-90.3% |
| Participant deferral / active EE | $2,737 | $4,108-33.4% | $5,058-45.9% | $4,648-41.1% |
| Admin fee / account holder | $221 | $639-65.3% | $8,394-97.4% | $430-48.6% |