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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $239,193 |
RPA FINANCIAL LLC1 year Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $50,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,421 | $91,746-65.8% | $146,665-78.6% | $93,030-66.2% |
| Participation rate | 79.5% | 80.9%-1.5pp | 80.1%-0.6pp | 73.9%+5.6pp |
| Annual return | 23.79% | 18.28%+5.5pp | 22.74%+1.0pp | 158.70%-134.9pp |
| Employer contribution / active EE | $861 | $2,815-69.4% | $4,136-79.2% | $2,706-68.2% |
| Participant deferral / active EE | $2,534 | $4,589-44.8% | $5,506-54.0% | $4,562-44.5% |
| Admin fee / account holder | $103 | $101+2.1% | $10,280-99.0% | $152-31.9% |