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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $167,064 |
RBC WEALTH MANAGEMENT9+ years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $63,907 |
TAX SHELTERED COMPENSATION, INC.9+ years Filed as: TAX SHELTERED COMPENSATION INC Service code 49 · EIN 41-0955056 | Other Services | $19,653 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,553 | $48,698+30.5% | $93,606-32.1% | $199,593-68.2% |
| Participation rate | 49.5% | 63.5%-14.1pp | 68.7%-19.2pp | 72.0%-22.5pp |
| Annual return | 16.88% | 15.34%+1.5pp | 133.20%-116.3pp | 34.25%-17.4pp |
| Employer contribution / active EE | $1,750 | $1,135+54.2% | $2,420-27.7% | $3,034-42.3% |
| Participant deferral / active EE | $3,799 | $2,817+34.9% | $4,411-13.9% | $5,087-25.3% |
| Admin fee / account holder | $201 | $195+2.8% | $8,285-97.6% | $269-25.4% |