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 | $13,993 |
RPA FINANCIAL LLC2 years Filed as: RPA FINANCIAL. LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $13,449 |
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.)
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 | $34,415 | $65,322-47.3% | $70,449-51.1% | $73,488-53.2% |
| Participation rate | 66.1% | 77.0%-10.8pp | 75.1%-8.9pp | 70.7%-4.6pp |
| Annual return | 3.83% | 15.71%-11.9pp | 109.03%-105.2pp | 28.51%-24.7pp |
| Employer contribution / active EE | $1,315 | $2,460-46.5% | $2,737-51.9% | $2,270-42.1% |
| Participant deferral / active EE | $2,459 | $3,375-27.1% | $3,709-33.7% | $3,740-34.2% |
| Admin fee / account holder | $318 | $214+48.6% | $3,845-91.7% | $513-38.0% |