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 LLC7 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $36,057 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,532 |
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 | $104,447 | $80,724+29.4% | $103,333+1.1% | $74,495+40.2% |
| Participation rate | 99.2% | 65.7%+33.5pp | 74.5%+24.7pp | 67.2%+32.0pp |
| Annual return | 12.78% | 27.56%-14.8pp | 24.88%-12.1pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $2,918 | $3,157-7.6% | $3,868-24.6% | $2,623+11.3% |
| Participant deferral / active EE | $8,975 | $3,860+132.5% | $5,057+77.5% | $4,346+106.5% |
| Admin fee / account holder | $456 | $2,368-80.8% | $8,355-94.5% | $1,942-76.5% |