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 |
|---|---|---|
RPA FINANCIAL LLC3 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $38,114 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,891 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,477 | $111,608-42.2% | $177,821-63.7% | $73,409-12.2% |
| Participation rate | 91.6% | 87.9%+3.8pp | 87.7%+3.9pp | 72.2%+19.5pp |
| Annual return | 16.06% | 18.23%-2.2pp | 48.32%-32.3pp | 59.29%-43.2pp |
| Employer contribution / active EE | $1,978 | $3,796-47.9% | $5,918-66.6% | $2,234-11.5% |
| Participant deferral / active EE | $8,772 | $6,199+41.5% | $7,714+13.7% | $3,805+130.5% |
| Admin fee / account holder | $139 | $166-16.3% | $12,427-98.9% | $158-12.2% |