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 LLC6 years Filed as: RPA FINANCIAL. LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $24,849 |
Filed as: PRINCIPAL LIFE INS COM Service code 13 · EIN 42-0127290 | Contract Administrator | $17,841 |
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 | $55,027 | $69,763-21.1% | $67,502-18.5% | $74,495-26.1% |
| Participation rate | 62.2% | 71.4%-9.1pp | 72.9%-10.6pp | 67.2%-5.0pp |
| Annual return | 15.49% | -40.34%+55.8pp | 3512.12%-3496.6pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $1,440 | $2,704-46.7% | $2,731-47.3% | $2,623-45.1% |
| Participant deferral / active EE | $3,507 | $3,636-3.5% | $4,000-12.3% | $4,346-19.3% |
| Admin fee / account holder | $417 | $896-53.4% | $3,998-89.6% | $1,942-78.5% |