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 |
|---|---|---|
RPA FINANCIAL LLC8 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $124,957 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $123,669 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,035 | $103,641-49.8% | $107,525-51.6% | $102,872-49.4% |
| Participation rate | 96.2% | 79.4%+16.8pp | 75.1%+21.1pp | 73.0%+23.2pp |
| Annual return | 16.83% | 13.08%+3.7pp | 181.32%-164.5pp | 19.06%-2.2pp |
| Employer contribution / active EE | $1,502 | $5,096-70.5% | $3,754-60.0% | $3,526-57.4% |
| Participant deferral / active EE | $6,379 | $3,789+68.4% | $5,116+24.7% | $5,535+15.3% |
| Admin fee / account holder | $151 | $276-45.2% | $8,919-98.3% | $292-48.2% |