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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $92,916 |
RPA FINANCIAL LLC3+ years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $73,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,224 | $65,241+125.7% | $126,539+16.3% | $85,563+72.1% |
| Participation rate | 91.6% | 48.6%+43.0pp | 69.8%+21.8pp | 66.0%+25.7pp |
| Annual return | 14.01% | 42.19%-28.2pp | 425.95%-411.9pp | 31.51%-17.5pp |
| Employer contribution / active EE | $1,887 | $1,937-2.6% | $3,674-48.6% | $2,654-28.9% |
| Participant deferral / active EE | $7,782 | $3,032+156.7% | $4,083+90.6% | $4,375+77.9% |
| Admin fee / account holder | $280 | $1,031-72.9% | $6,065-95.4% | $834-66.5% |