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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $184,263 |
RPA FINANCIAL LLC7 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $49,983 |
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 | $43,914 | $241,101-81.8% | $103,333-57.5% | $199,593-78.0% |
| Participation rate | 96.5% | 78.3%+18.3pp | 74.5%+22.0pp | 72.0%+24.6pp |
| Annual return | 12.91% | 17.80%-4.9pp | 24.88%-12.0pp | 34.25%-21.3pp |
| Employer contribution / active EE | $1,408 | $4,244-66.8% | $3,868-63.6% | $3,034-53.6% |
| Participant deferral / active EE | $6,005 | $3,958+51.7% | $5,057+18.7% | $5,087+18.1% |
| Admin fee / account holder | $150 | $288-48.0% | $8,355-98.2% | $269-44.3% |