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 | $97,630 |
DEFINITI LLC3 years Filed as: DEFINITI, LLC Service code 15 · EIN 80-0833363 | Recordkeeping | $45,000 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 22 · EIN 93-0987232 | Insurance Broker | $32,308 |
RPA FINANCIAL LLC2 years Filed as: RPA FINANCIAL Service code 27 · EIN 83-1143379 | Advisory (Plan) | $9,833 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,471 | $46,292+97.6% | $143,757-36.4% | $64,808+41.1% |
| Participation rate | 96.1% | 64.2%+31.9pp | 80.3%+15.8pp | 71.5%+24.7pp |
| Annual return | -19.03% | -10.05%-9.0pp | -0.04%-19.0pp | 32.82%-51.8pp |
| Employer contribution / active EE | $6,905 | $1,910+261.6% | $4,951+39.5% | $2,506+175.6% |
| Participant deferral / active EE | $5,496 | $2,646+107.8% | $5,637-2.5% | $4,310+27.5% |
| Admin fee / account holder | $388 | $154+152.1% | $14,673-97.4% | $188+106.4% |