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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $85,746 |
RPA FINANCIAL LLC2+ years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $73,429 |
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 | $134,403 | $58,778+128.7% | $129,207+4.0% | $77,643+73.1% |
| Participation rate | 89.4% | 59.2%+30.1pp | 69.6%+19.7pp | 70.6%+18.8pp |
| Annual return | 11.80% | 24.73%-12.9pp | 9417.33%-9405.5pp | 31.24%-19.4pp |
| Employer contribution / active EE | $1,650 | $1,952-15.5% | $4,153-60.3% | $2,726-39.5% |
| Participant deferral / active EE | $7,134 | $3,212+122.1% | $4,168+71.2% | $4,647+53.5% |
| Admin fee / account holder | $266 | $589-54.9% | $7,715-96.6% | $430-38.2% |