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 LLC2 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $28,425 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,154 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,960 | $84,936-15.3% | $111,297-35.3% | $79,386-9.4% |
| Participation rate | 98.2% | 75.9%+22.4pp | 77.3%+20.9pp | 70.7%+27.5pp |
| Annual return | 13.06% | 17.45%-4.4pp | 54.65%-41.6pp | 116.85%-103.8pp |
| Employer contribution / active EE | $2,905 | $1,979+46.8% | $2,731+6.4% | $2,427+19.7% |
| Participant deferral / active EE | $6,015 | $3,888+54.7% | $4,487+34.0% | $4,046+48.7% |
| Admin fee / account holder | $424 | $537-21.0% | $7,964-94.7% | $626-32.3% |