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 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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $167,707 |
RBC WEALTH MANAGEMENT6+ years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $62,950 |
TAX SHELTERED COMPENSATION, INC.6+ years Filed as: TAX SHELTERED COMPENSATION INC Service code 49 · EIN 41-0955056 | Other Services | $13,616 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,365 | $50,956+16.5% | $96,562-38.5% | $86,799-31.6% |
| Participation rate | 48.7% | 65.2%-16.5pp | 69.8%-21.1pp | 72.3%-23.5pp |
| Annual return | 18.08% | 21.27%-3.2pp | 37.78%-19.7pp | 97.91%-79.8pp |
| Employer contribution / active EE | $1,668 | $1,111+50.2% | $2,356-29.2% | $2,405-30.6% |
| Participant deferral / active EE | $3,354 | $2,954+13.5% | $3,849-12.8% | $4,131-18.8% |
| Admin fee / account holder | $258 | $166+55.4% | $6,181-95.8% | $170+52.2% |