See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RPA FINANCIAL LLC1 year Filed as: RPA FINANCIAL, LLC Service code 26 · EIN 83-1143379 | Advisory (Participants) | $11,520 |
NATIONWIDE7+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $9,976 |
AVINTUS1 year Filed as: AVINTUS, LLC Service code 15 · EIN 04-3682160 | Recordkeeping | $3,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,833 | $51,197-8.5% | $82,719-43.4% | $66,914-30.0% |
| Participation rate | 29.0% | 67.8%-38.8pp | 72.6%-43.6pp | 69.8%-40.8pp |
| Annual return | -16.71% | -9.64%-7.1pp | 701.18%-717.9pp | 1.58%-18.3pp |
| Employer contribution / active EE | $500 | $2,611-80.9% | $3,009-83.4% | $2,544-80.4% |
| Participant deferral / active EE | $1,361 | $3,458-60.6% | $4,395-69.0% | $4,237-67.9% |
| Admin fee / account holder | $0 | $416-100.0% | $5,329-100.0% | $593-100.0% |