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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $141,041 |
RPA FINANCIAL LLC5 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $49,986 |
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 | $31,573 | $76,774-58.9% | $112,228-71.9% | $77,904-59.5% |
| Participation rate | 96.0% | 80.2%+15.8pp | 75.1%+20.9pp | 73.7%+22.3pp |
| Annual return | -13.49% | -10.25%-3.2pp | 27.45%-40.9pp | 12.21%-25.7pp |
| Employer contribution / active EE | $1,129 | $3,977-71.6% | $3,635-68.9% | $2,848-60.4% |
| Participant deferral / active EE | $4,981 | $3,778+31.8% | $4,728+5.4% | $4,806+3.6% |
| Admin fee / account holder | $127 | $239-46.8% | $6,410-98.0% | $133-4.0% |