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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $152,168 |
RBC WEALTH MANAGEMENT8+ years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $62,753 |
TAX SHELTERED COMPENSATION, INC.8+ years Filed as: TAX SHELTERED COMPENSATION INC Service code 49 · EIN 41-0955056 | Other Services | $14,930 |
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 | $60,355 | $44,626+35.2% | $86,188-30.0% | $80,160-24.7% |
| Participation rate | 42.6% | 63.5%-20.9pp | 69.0%-26.3pp | 72.9%-30.3pp |
| Annual return | 20.75% | 19.61%+1.1pp | 1168.45%-1147.7pp | 40.38%-19.6pp |
| Employer contribution / active EE | $1,567 | $1,099+42.6% | $2,380-34.2% | $2,978-47.4% |
| Participant deferral / active EE | $3,414 | $2,769+23.3% | $3,985-14.3% | $5,017-31.9% |
| Admin fee / account holder | $207 | $133+55.6% | $6,852-97.0% | $145+43.0% |