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 LLC4 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $40,256 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,683 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $111,841 | $77,660+44.0% | $109,143+2.5% | $79,386+40.9% |
| Participation rate | 98.5% | 67.8%+30.7pp | 75.9%+22.6pp | 70.7%+27.8pp |
| Annual return | 9.49% | 23.44%-13.9pp | 25.75%-16.3pp | 116.85%-107.4pp |
| Employer contribution / active EE | $2,220 | $2,797-20.6% | $3,722-40.4% | $2,427-8.6% |
| Participant deferral / active EE | $8,129 | $3,518+131.1% | $4,653+74.7% | $4,046+100.9% |
| Admin fee / account holder | $493 | $732-32.7% | $6,752-92.7% | $626-21.4% |