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 LLC5 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $33,798 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,319 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,818 | $64,119+30.7% | $112,228-25.3% | $66,914+25.3% |
| Participation rate | 98.6% | 68.5%+30.1pp | 75.1%+23.5pp | 69.8%+28.8pp |
| Annual return | -10.99% | -13.81%+2.8pp | 27.45%-38.4pp | 1.58%-12.6pp |
| Employer contribution / active EE | $2,327 | $3,005-22.6% | $3,635-36.0% | $2,544-8.6% |
| Participant deferral / active EE | $7,482 | $3,693+102.6% | $4,728+58.2% | $4,237+76.6% |
| Admin fee / account holder | $391 | $625-37.5% | $6,410-93.9% | $593-34.1% |