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 LLC5 years Filed as: RPA FINANCIAL. LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $19,745 |
Filed as: PRINCIPAL LIFE INS COM Service code 13 · EIN 42-0127290 | Contract Administrator | $14,543 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,140 | $65,557-29.6% | $64,056-28.0% | $71,457-35.4% |
| Participation rate | 62.3% | 73.2%-10.9pp | 72.3%-10.1pp | 67.9%-5.7pp |
| Annual return | 13.18% | 18.94%-5.8pp | 33.69%-20.5pp | 28.85%-15.7pp |
| Employer contribution / active EE | $1,207 | $2,669-54.8% | $2,747-56.1% | $2,588-53.4% |
| Participant deferral / active EE | $3,297 | $3,626-9.1% | $3,880-15.0% | $4,289-23.1% |
| Admin fee / account holder | $338 | $616-45.1% | $3,068-89.0% | $1,587-78.7% |