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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $139,527 |
RPA FINANCIAL LLC4 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $49,987 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,965 | $88,770-53.9% | $109,143-62.5% | $93,030-56.0% |
| Participation rate | 94.6% | 81.5%+13.1pp | 75.9%+18.7pp | 73.9%+20.7pp |
| Annual return | 14.28% | 60.64%-46.4pp | 25.75%-11.5pp | 158.70%-144.4pp |
| Employer contribution / active EE | $1,105 | $3,780-70.8% | $3,722-70.3% | $2,706-59.2% |
| Participant deferral / active EE | $4,933 | $3,630+35.9% | $4,653+6.0% | $4,562+8.1% |
| Admin fee / account holder | $143 | $172-17.1% | $6,752-97.9% | $152-5.8% |