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 LLC4 years Filed as: RPA FINANCIAL. LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $20,962 |
Filed as: PRINCIPAL LIFE INS COM Service code 13 · EIN 42-0127290 | Contract Administrator | $17,566 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,926 | $60,989-32.9% | $60,874-32.8% | $66,914-38.8% |
| Participation rate | 63.2% | 74.5%-11.3pp | 73.1%-10.0pp | 69.8%-6.6pp |
| Annual return | -14.80% | -9.60%-5.2pp | 16.90%-31.7pp | 1.58%-16.4pp |
| Employer contribution / active EE | $1,266 | $2,661-52.4% | $2,701-53.1% | $2,544-50.2% |
| Participant deferral / active EE | $3,027 | $3,615-16.3% | $3,817-20.7% | $4,237-28.6% |
| Admin fee / account holder | $436 | $338+28.8% | $3,224-86.5% | $593-26.5% |