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 10-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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Distrib... | $425,408 |
RPA FINANCIAL LLC2 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 38-2621207 | Advisory (Plan) | $35,000 |
HAYNIE & COMPANY9 years Service code 10 · EIN 33-0541034 | Accounting | $18,858 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 33-0541034 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,513 | $44,897+8.1% | $84,966-42.9% | $199,593-75.7% |
| Participation rate | 100.0% | 45.7%+54.3pp | 67.5%+32.5pp | 72.0%+28.0pp |
| Annual return | 12.38% | 20.96%-8.6pp | 66.38%-54.0pp | 34.25%-21.9pp |
| Employer contribution / active EE | $2,924 | $1,365+114.1% | $2,727+7.2% | $3,034-3.6% |
| Participant deferral / active EE | $4,986 | $2,668+86.9% | $4,519+10.3% | $5,087-2.0% |
| Admin fee / account holder | $123 | $584-79.0% | $6,149-98.0% | $269-54.3% |