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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $153,003 |
RPA FINANCIAL LLC6 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $49,984 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,262 | $88,480-56.8% | $96,683-60.4% | $80,160-52.3% |
| Participation rate | 96.8% | 79.9%+16.9pp | 74.3%+22.5pp | 72.9%+23.9pp |
| Annual return | 16.33% | 22.53%-6.2pp | 35.69%-19.4pp | 40.38%-24.0pp |
| Employer contribution / active EE | $1,291 | $4,176-69.1% | $3,737-65.5% | $2,978-56.7% |
| Participant deferral / active EE | $5,604 | $3,959+41.6% | $4,878+14.9% | $5,017+11.7% |
| Admin fee / account holder | $132 | $212-37.4% | $6,730-98.0% | $145-8.6% |