See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
RPA FINANCIAL LLC2 years Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $9,500 |
Filed as: RETIREMENT PLAN ADVISOR SEARCH Service code 13 2653 DANDELION DR · HIGH POINT, NC 27265 | Contract Administrator | $3,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,767 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,713 | $50,982+5.4% | $154,803-65.3% | $85,563-37.2% |
| Participation rate | 57.3% | 59.8%-2.5pp | 78.1%-20.8pp | 66.0%-8.7pp |
| Annual return | 18.78% | 30.35%-11.6pp | 58.88%-40.1pp | 31.51%-12.7pp |
| Employer contribution / active EE | $1,297 | $1,708-24.1% | $4,305-69.9% | $2,654-51.1% |
| Participant deferral / active EE | $2,302 | $2,474-7.0% | $5,540-58.5% | $4,375-47.4% |
| Admin fee / account holder | $28 | $846-96.7% | $14,329-99.8% | $834-96.6% |