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 |
|---|---|---|
RPA FINANCIAL LLC3 years Filed as: RPA FINANCIAL, LLC Service code 15 · EIN 83-1143379 | Recordkeeping | $10,509 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,574 |
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 | $86,712 | $106,110-18.3% | $147,005-41.0% | $77,671+11.6% |
| Participation rate | 71.4% | 78.4%-7.0pp | 82.2%-10.8pp | 70.6%+0.8pp |
| Annual return | 16.40% | 56.77%-40.4pp | 418.76%-402.4pp | 31.21%-14.8pp |
| Employer contribution / active EE | $1,564 | $4,065-61.5% | $4,934-68.3% | $2,726-42.6% |
| Participant deferral / active EE | $10,367 | $7,992+29.7% | $8,070+28.5% | $4,648+123.0% |
| Admin fee / account holder | $44 | $338-86.9% | $13,006-99.7% | $430-89.7% |