See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 49 · EIN 41-1416330 | Other Services | $54,658 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,214 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,941 | $82,978+49.4% | $129,995-4.7% | $71,457+73.4% |
| Participation rate | 88.8% | 74.1%+14.7pp | 78.5%+10.3pp | 67.9%+20.9pp |
| Annual return | 18.55% | 20.60%-2.1pp | -137.18%+155.7pp | 28.85%-10.3pp |
| Employer contribution / active EE | $1,452 | $2,622-44.6% | $4,320-66.4% | $2,588-43.9% |
| Participant deferral / active EE | $6,152 | $4,432+38.8% | $5,820+5.7% | $4,289+43.4% |
| Admin fee / account holder | $16 | $1,729-99.1% | $10,614-99.9% | $1,587-99.0% |