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 MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 49 · EIN 41-1416330 | Other Services | $65,797 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,242 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,000 | $88,083+72.6% | $164,813-7.8% | $74,495+104.0% |
| Participation rate | 85.5% | 73.0%+12.5pp | 78.6%+6.9pp | 67.2%+18.3pp |
| Annual return | 14.45% | 17.26%-2.8pp | 69.93%-55.5pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $1,580 | $2,593-39.1% | $4,341-63.6% | $2,623-39.8% |
| Participant deferral / active EE | $6,629 | $4,498+47.4% | $6,031+9.9% | $4,346+52.5% |
| Admin fee / account holder | $27 | $2,234-98.8% | $12,690-99.8% | $1,942-98.6% |