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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $380,707 |
RPA FINANCIAL LLC2 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $50,000 |
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 | $37,036 | $84,000-55.9% | $119,609-69.0% | $77,904-52.5% |
| Participation rate | 89.8% | 77.8%+12.0pp | 79.3%+10.5pp | 73.7%+16.1pp |
| Annual return | 21.09% | -11.59%+32.7pp | -14.97%+36.1pp | 12.21%+8.9pp |
| Employer contribution / active EE | $1,762 | $2,907-39.4% | $4,232-58.4% | $2,848-38.1% |
| Participant deferral / active EE | $4,633 | $4,705-1.5% | $5,602-17.3% | $4,806-3.6% |
| Admin fee / account holder | $131 | $116+12.8% | $10,323-98.7% | $133-1.4% |