Filed October 21, 2024
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 15 · EIN 75-0939949 | Recordkeeping | $12,527 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $3,271 |
RPA FINANCIAL LLC1 year Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $2,576 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,628 | $69,763-51.8% | $67,502-50.2% | $74,495-54.9% |
| Participation rate | 82.1% | 71.4%+10.7pp | 72.9%+9.2pp | 67.2%+14.9pp |
| Annual return | 18.26% | -40.34%+58.6pp | 3512.12%-3493.9pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $426 | $2,704-84.3% | $2,731-84.4% | $2,623-83.8% |
| Participant deferral / active EE | $2,103 | $3,636-42.2% | $4,000-47.4% | $4,346-51.6% |
| Admin fee / account holder | $52 | $896-94.2% | $3,998-98.7% | $1,942-97.3% |