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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,302 |
RPA FINANCIAL LLC2 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $16,802 |
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 | $61,736 | $65,435-5.7% | $86,677-28.8% | $66,914-7.7% |
| Participation rate | 79.9% | 75.5%+4.4pp | 76.6%+3.3pp | 69.8%+10.1pp |
| Annual return | -20.82% | -10.89%-9.9pp | 35.91%-56.7pp | 1.58%-22.4pp |
| Employer contribution / active EE | $1,461 | $2,153-32.1% | $2,836-48.5% | $2,544-42.6% |
| Participant deferral / active EE | $4,515 | $4,100+10.1% | $4,656-3.0% | $4,237+6.6% |
| Admin fee / account holder | $248 | $642-61.3% | $7,493-96.7% | $593-58.2% |