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 LLC3 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $29,879 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,297 |
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 | $66,528 | $65,435+1.7% | $86,677-23.2% | $66,914-0.6% |
| Participation rate | 97.4% | 75.5%+21.9pp | 76.6%+20.8pp | 69.8%+27.6pp |
| Annual return | -14.99% | -10.89%-4.1pp | 35.91%-50.9pp | 1.58%-16.6pp |
| Employer contribution / active EE | $2,940 | $2,153+36.5% | $2,836+3.6% | $2,544+15.5% |
| Participant deferral / active EE | $6,065 | $4,100+47.9% | $4,656+30.3% | $4,237+43.2% |
| Admin fee / account holder | $430 | $642-33.0% | $7,493-94.3% | $593-27.5% |