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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,167 |
RPA FINANCIAL LLC4 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $19,970 |
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 | $78,397 | $79,171-1.0% | $102,423-23.5% | $74,495+5.2% |
| Participation rate | 81.0% | 74.8%+6.2pp | 76.5%+4.6pp | 67.2%+13.8pp |
| Annual return | 13.86% | 54.93%-41.1pp | 29.32%-15.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $2,329 | $2,362-1.4% | $3,023-23.0% | $2,623-11.2% |
| Participant deferral / active EE | $4,556 | $4,415+3.2% | $5,053-9.8% | $4,346+4.8% |
| Admin fee / account holder | $286 | $2,001-85.7% | $9,451-97.0% | $1,942-85.3% |