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 8-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 LLC5 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $41,455 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,473 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,560 | $79,171+10.6% | $102,423-14.5% | $74,495+17.5% |
| Participation rate | 95.5% | 74.8%+20.7pp | 76.5%+19.0pp | 67.2%+28.3pp |
| Annual return | 12.04% | 54.93%-42.9pp | 29.32%-17.3pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $2,928 | $2,362+24.0% | $3,023-3.1% | $2,623+11.6% |
| Participant deferral / active EE | $6,486 | $4,415+46.9% | $5,053+28.4% | $4,346+49.2% |
| Admin fee / account holder | $533 | $2,001-73.4% | $9,451-94.4% | $1,942-72.6% |