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 | $372,554 |
RPA FINANCIAL LLC6 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $87,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,275 | $55,527-32.9% | $81,783-54.4% | $199,768-81.3% |
| Participation rate | 93.7% | 62.7%+31.0pp | 72.4%+21.3pp | 72.0%+21.7pp |
| Annual return | 13.89% | 19.58%-5.7pp | 775.05%-761.2pp | 34.26%-20.4pp |
| Employer contribution / active EE | $1,134 | $2,111-46.3% | $2,913-61.1% | $3,037-62.6% |
| Participant deferral / active EE | $2,968 | $3,296-9.9% | $4,320-31.3% | $5,090-41.7% |
| Admin fee / account holder | $118 | $347-66.1% | $7,380-98.4% | $269-56.3% |