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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,794 |
Service code 49 · EIN 04-1590850 | Other Services | $3,057 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $460 |
Filed as: PRIME PENSIONS, INC. Service code 14 · EIN 46-1224594 | Plan Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,737 | $37,196-84.6% | $154,107-96.3% | $55,725-89.7% |
| Participation rate | 59.7% | 64.1%-4.4pp | 83.0%-23.3pp | 70.9%-11.1pp |
| Annual return | -7.37% | 1319.68%-1327.1pp | 735.12%-742.5pp | 244.93%-252.3pp |
| Employer contribution / active EE | $1,656 | $1,614+2.6% | $5,298-68.7% | $2,078-20.3% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $47 | $102-53.7% | $13,411-99.6% | $115-59.2% |