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 year Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $11,858 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,508 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,056 | $55,002+7.4% | $59,878-1.4% | $56,287+4.9% |
| Participation rate | 87.9% | 75.9%+12.0pp | 74.7%+13.2pp | 69.9%+18.1pp |
| Annual return | 1.38% | 1.13%+0.2pp | 3.46%-2.1pp | -9.96%+11.3pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,994 | $3,121-4.1% | $3,402-12.0% | $3,350-10.6% |
| Admin fee / account holder | $134 | $236-43.1% | $3,590-96.3% | $521-74.3% |