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 8-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 |
|---|---|---|
RPA FINANCIAL LLC1 year Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $25,141 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,918 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,318 | $73,638-37.1% | $95,952-51.7% | $73,488-37.0% |
| Participation rate | 99.2% | 76.2%+23.0pp | 77.1%+22.1pp | 70.7%+28.5pp |
| Annual return | 10.61% | 16.78%-6.2pp | 91.61%-81.0pp | 28.51%-17.9pp |
| Employer contribution / active EE | $2,736 | $1,863+46.8% | $2,541+7.7% | $2,270+20.5% |
| Participant deferral / active EE | $5,133 | $3,617+41.9% | $4,167+23.2% | $3,740+37.3% |
| Admin fee / account holder | $186 | $482-61.4% | $6,795-97.3% | $513-63.7% |