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 6-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 LLC4 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 4340 REDWOOD HIWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $14,319 |
THE PENSION DESIGN GROUP6+ years Service code 15 · EIN 31-1081385 760 LAKEVIEW PLAZA BLVD · WORTHINGTON, OH 430856720 | Recordkeeping | $12,811 |
NATIONWIDE6+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,447 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,950 | $100,923-36.6% | $150,045-57.4% | $74,304-13.9% |
| Participation rate | 44.0% | 70.1%-26.1pp | 82.3%-38.4pp | 60.3%-16.4pp |
| Annual return | 15.63% | 51.77%-36.1pp | 62.55%-46.9pp | 29.43%-13.8pp |
| Employer contribution / active EE | $1,563 | $3,463-54.9% | $4,693-66.7% | $2,241-30.3% |
| Participant deferral / active EE | $5,026 | $6,709-25.1% | $7,997-37.2% | $3,767+33.4% |
| Admin fee / account holder | $241 | $2,767-91.3% | $13,435-98.2% | $2,969-91.9% |