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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INS COM Service code 13 · EIN 42-0127290 | Contract Administrator | $12,871 |
RPA FINANCIAL LLC1 year Filed as: RPA FINANCIAL. LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $8,707 |
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $55 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,061 | $60,795-50.6% | $69,455-56.7% | $65,185-53.9% |
| Participation rate | 62.1% | 74.9%-12.7pp | 74.6%-12.5pp | 70.2%-8.1pp |
| Annual return | 5.51% | 17.46%-12.0pp | 28.97%-23.5pp | 29.38%-23.9pp |
| Employer contribution / active EE | $2,227 | $2,452-9.2% | $2,779-19.9% | $2,177+2.3% |
| Participant deferral / active EE | $1,267 | $3,162-59.9% | $3,535-64.2% | $3,514-63.9% |
| Admin fee / account holder | $274 | $314-12.7% | $3,839-92.9% | $847-67.7% |