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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $409,382 |
RPA FINANCIAL LLC1 year Service code 27 · EIN 83-1143379 | Advisory (Plan) | $49,925 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,667 | $84,993-46.3% | $129,995-64.9% | $80,160-43.0% |
| Participation rate | 93.9% | 79.5%+14.4pp | 78.5%+15.4pp | 72.9%+21.0pp |
| Annual return | 34.63% | 23.76%+10.9pp | -137.18%+171.8pp | 40.38%-5.8pp |
| Employer contribution / active EE | $1,585 | $3,051-48.0% | $4,320-63.3% | $2,978-46.8% |
| Participant deferral / active EE | $4,593 | $4,984-7.8% | $5,820-21.1% | $5,017-8.4% |
| Admin fee / account holder | $118 | $391-69.9% | $10,614-98.9% | $145-18.9% |