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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $475,055 |
RPA FINANCIAL LLC5 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $79,914 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $49,491 | $111,072-55.4% | $156,263-68.3% | $102,872-51.9% |
| Participation rate | 95.8% | 80.1%+15.6pp | 78.9%+16.9pp | 73.0%+22.8pp |
| Annual return | 16.99% | 16.98%0pp | 59.47%-42.5pp | 19.06%-2.1pp |
| Employer contribution / active EE | $1,352 | $4,017-66.3% | $4,333-68.8% | $3,526-61.7% |
| Participant deferral / active EE | $4,266 | $5,455-21.8% | $6,158-30.7% | $5,535-22.9% |
| Admin fee / account holder | $109 | $120-9.4% | $14,255-99.2% | $292-62.7% |