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 3-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,870 |
RPA FINANCIAL LLC1+ years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $73,062 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,945 | $53,345+151.1% | $121,098+10.6% | $74,419+80.0% |
| Participation rate | 87.2% | 60.0%+27.2pp | 69.5%+17.7pp | 70.7%+16.5pp |
| Annual return | 14.38% | 35.15%-20.8pp | 985.75%-971.4pp | 34.38%-20.0pp |
| Employer contribution / active EE | $1,724 | $1,898-9.2% | $4,164-58.6% | $2,637-34.6% |
| Participant deferral / active EE | $6,919 | $3,221+114.8% | $4,080+69.6% | $4,528+52.8% |
| Admin fee / account holder | $266 | $382-30.5% | $5,644-95.3% | $348-23.7% |