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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $142,420 |
RPA FINANCIAL LLC2 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $67,697 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,681 | $66,051-52.0% | $92,893-65.9% | $77,787-59.3% |
| Participation rate | 94.1% | 81.0%+13.1pp | 76.0%+18.1pp | 73.2%+20.9pp |
| Annual return | 20.14% | 20.69%-0.5pp | 109.41%-89.3pp | 32.57%-12.4pp |
| Employer contribution / active EE | $902 | $3,426-73.7% | $3,653-75.3% | $2,504-64.0% |
| Participant deferral / active EE | $3,950 | $3,013+31.1% | $4,236-6.7% | $3,967-0.4% |
| Admin fee / account holder | $176 | $148+19.3% | $5,794-97.0% | $100+76.2% |