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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.
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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 |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,940 |
RPA FINANCIAL LLC1 year Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $15,303 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,016 | $28,956-24.0% | $71,735-69.3% | $64,808-66.0% |
| Participation rate | 43.1% | 65.2%-22.1pp | 62.3%-19.2pp | 71.5%-28.4pp |
| Annual return | -16.59% | -7.39%-9.2pp | 9.14%-25.7pp | 32.82%-49.4pp |
| Employer contribution / active EE | $587 | $1,159-49.4% | $1,704-65.6% | $2,506-76.6% |
| Participant deferral / active EE | $1,410 | $2,686-47.5% | $2,658-47.0% | $4,310-67.3% |
| Admin fee / account holder | $205 | $124+64.9% | $3,974-94.8% | $188+9.3% |