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 15 · EIN 13-3689044 | Recordkeeping | $95,519 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 15 · EIN 80-0833363 | Recordkeeping | $93,350 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 22 · EIN 93-0987232 | Insurance Broker | $36,972 |
RPA FINANCIAL LLC1 year Filed as: RPA FINANCIAL Service code 27 · EIN 83-1143379 | Advisory (Plan) | $7,447 |
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 | $117,331 | $56,485+107.7% | $185,823-36.9% | $86,799+35.2% |
| Participation rate | 92.2% | 65.5%+26.7pp | 81.7%+10.5pp | 72.3%+19.9pp |
| Annual return | 13.85% | 118.04%-104.2pp | 122.05%-108.2pp | 97.91%-84.1pp |
| Employer contribution / active EE | $7,509 | $1,843+307.5% | $5,167+45.3% | $2,405+212.2% |
| Participant deferral / active EE | $5,558 | $2,553+117.7% | $5,568-0.2% | $4,131+34.5% |
| Admin fee / account holder | $631 | $150+321.9% | $16,237-96.1% | $170+272.2% |