See peer percentile detail. $4.99 for your first month.
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See the 9-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 | $101,516 |
RBC WEALTH MANAGEMENT4+ years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $55,333 |
TAX SHELTERED COMPENSATION, INC.4+ years Filed as: TAX SHELTERED COMPENSATION INC Service code 13 · EIN 41-0955056 | Contract Administrator | $15,170 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,613 | $40,174+31.0% | $84,015-37.4% | $67,579-22.1% |
| Participation rate | 45.1% | 62.7%-17.6pp | 69.0%-23.9pp | 71.3%-26.2pp |
| Annual return | 25.91% | 25.82%+0.1pp | 71.31%-45.4pp | 378.56%-352.6pp |
| Employer contribution / active EE | $1,417 | $808+75.5% | $1,983-28.5% | $2,148-34.0% |
| Participant deferral / active EE | $2,612 | $2,301+13.5% | $3,239-19.4% | $3,539-26.2% |
| Admin fee / account holder | $183 | $128+42.7% | $6,101-97.0% | $142+28.7% |