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 7-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 Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $23,943 |
MAXUS PLAN SOLUTIONS2 years Filed as: MAXUS PLAN SOLUTIONS INC. Service code 13 · EIN 45-4012897 | Contract Administrator | $6,545 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,941 |
MAXUS PLAN SOLUTIONS3+ years Service code 13 | Contract Administrator | $2,129 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,739 | $73,638-54.2% | $95,952-64.8% | $73,488-54.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 17.81% | 16.78%+1.0pp | 91.61%-73.8pp | 28.51%-10.7pp |
| Employer contribution / active EE | $806 | $1,863-56.7% | $2,541-68.3% | $2,270-64.5% |
| Participant deferral / active EE | $4,089 | $3,617+13.1% | $4,167-1.9% | $3,740+9.3% |
| Admin fee / account holder | $173 | $482-64.1% | $6,795-97.5% | $513-66.3% |