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 LLC3 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $31,868 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,916 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,188 | $69,362+56.0% | $101,248+6.9% | $73,488+47.2% |
| Participation rate | 89.9% | 68.4%+21.5pp | 75.8%+14.1pp | 70.7%+19.2pp |
| Annual return | 9.76% | 18.46%-8.7pp | 46.47%-36.7pp | 28.51%-18.8pp |
| Employer contribution / active EE | $2,044 | $2,628-22.2% | $3,660-44.1% | $2,270-10.0% |
| Participant deferral / active EE | $7,439 | $3,300+125.4% | $4,370+70.2% | $3,740+98.9% |
| Admin fee / account holder | $260 | $704-63.1% | $5,945-95.6% | $513-49.3% |