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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $116,239 |
RPA FINANCIAL LLC3 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $49,980 |
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 | $35,608 | $81,719-56.4% | $101,248-64.8% | $90,288-60.6% |
| Participation rate | 94.9% | 80.7%+14.2pp | 75.8%+19.1pp | 73.4%+21.5pp |
| Annual return | 13.36% | 337.64%-324.3pp | 46.47%-33.1pp | 53.97%-40.6pp |
| Employer contribution / active EE | $1,022 | $3,622-71.8% | $3,660-72.1% | $2,524-59.5% |
| Participant deferral / active EE | $4,479 | $3,310+35.3% | $4,370+2.5% | $4,232+5.8% |
| Admin fee / account holder | $131 | $162-18.9% | $5,945-97.8% | $114+15.1% |