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 LLC2 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $30,839 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,578 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,183 | $63,114+63.5% | $92,893+11.1% | $65,185+58.3% |
| Participation rate | 87.5% | 68.8%+18.7pp | 76.0%+11.5pp | 70.2%+17.3pp |
| Annual return | 17.51% | 28.75%-11.2pp | 109.41%-91.9pp | 29.38%-11.9pp |
| Employer contribution / active EE | $1,895 | $2,571-26.3% | $3,653-48.1% | $2,177-13.0% |
| Participant deferral / active EE | $7,153 | $3,108+130.1% | $4,236+68.8% | $3,514+103.6% |
| Admin fee / account holder | $318 | $624-49.0% | $5,794-94.5% | $847-62.5% |