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 | $39,117 |
RPA FINANCIAL LLC4 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $30,418 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $95,612 | $79,171+20.8% | $102,423-6.7% | $74,495+28.3% |
| Participation rate | 67.0% | 74.8%-7.8pp | 76.5%-9.5pp | 67.2%-0.2pp |
| Annual return | 13.22% | 54.93%-41.7pp | 29.32%-16.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,200 | $2,362-49.2% | $3,023-60.3% | $2,623-54.3% |
| Participant deferral / active EE | $3,123 | $4,415-29.3% | $5,053-38.2% | $4,346-28.1% |
| Admin fee / account holder | $464 | $2,001-76.8% | $9,451-95.1% | $1,942-76.1% |