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) | $59,854 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,728 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,952 | $73,638+69.7% | $95,952+30.2% | $73,488+70.0% |
| Participation rate | 94.8% | 76.2%+18.6pp | 77.1%+17.7pp | 70.7%+24.1pp |
| Annual return | 12.44% | 16.78%-4.3pp | 91.61%-79.2pp | 28.51%-16.1pp |
| Employer contribution / active EE | $4,731 | $1,863+153.9% | $2,541+86.2% | $2,270+108.4% |
| Participant deferral / active EE | $9,336 | $3,617+158.1% | $4,167+124.1% | $3,740+149.7% |
| Admin fee / account holder | $436 | $482-9.7% | $6,795-93.6% | $513-15.1% |