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 |
|---|---|---|
RBC WEALTH MANAGEMENT1+ years Filed as: RBC CAPITAL MARKETS Service code 49 | Other Services | $6,133 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,950 |
RBC WEALTH MANAGEMENT1+ years Filed as: RBC CAPITAL MARKETS LLC Service code 49 · EIN 41-1416330 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,688 | $51,769-15.6% | $57,343-23.8% | $52,331-16.5% |
| Participation rate | 13.3% | 75.2%-62.0pp | 75.1%-61.8pp | 68.1%-54.8pp |
| Annual return | 1.67% | 2.43%-0.8pp | 24.39%-22.7pp | 4.54%-2.9pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $927 | $2,794-66.8% | $3,162-70.7% | $3,022-69.3% |
| Admin fee / account holder | $146 | $295-50.6% | $3,356-95.7% | $592-75.4% |