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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,263 |
RPA FINANCIAL LLC3 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $16,427 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,558 | $76,050-8.5% | $96,544-28.0% | $71,457-2.7% |
| Participation rate | 74.7% | 74.4%+0.3pp | 76.0%-1.3pp | 67.9%+6.8pp |
| Annual return | 18.96% | 22.81%-3.9pp | 25.84%-6.9pp | 28.85%-9.9pp |
| Employer contribution / active EE | $2,095 | $2,244-6.6% | $2,965-29.3% | $2,588-19.0% |
| Participant deferral / active EE | $4,191 | $4,215-0.6% | $4,851-13.6% | $4,289-2.3% |
| Admin fee / account holder | $252 | $2,707-90.7% | $8,252-96.9% | $1,587-84.1% |