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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $433,196 |
RPA FINANCIAL LLC4 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $72,415 |
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 | $52,253 | $2,679,533-98.0% | $164,813-68.3% | $199,593-73.8% |
| Participation rate | 95.0% | 78.3%+16.7pp | 78.6%+16.4pp | 72.0%+23.1pp |
| Annual return | 14.45% | 17.93%-3.5pp | 69.93%-55.5pp | 34.25%-19.8pp |
| Employer contribution / active EE | $1,686 | $2,970-43.2% | $4,341-61.2% | $3,034-44.4% |
| Participant deferral / active EE | $5,135 | $5,010+2.5% | $6,031-14.9% | $5,087+1.0% |
| Admin fee / account holder | $123 | $1,982-93.8% | $12,690-99.0% | $269-54.1% |