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 MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS, LLC Service code 17 · EIN 41-1416330 | Pension Consulting | $24,400 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,455 |
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 | $64,191 | $60,795+5.6% | $69,455-7.6% | $65,185-1.5% |
| Participation rate | 93.9% | 74.9%+19.0pp | 74.6%+19.3pp | 70.2%+23.7pp |
| Annual return | 6.24% | 17.46%-11.2pp | 28.97%-22.7pp | 29.38%-23.1pp |
| Employer contribution / active EE | $2,119 | $2,452-13.6% | $2,779-23.7% | $2,177-2.6% |
| Participant deferral / active EE | $5,808 | $3,162+83.7% | $3,535+64.3% | $3,514+65.3% |
| Admin fee / account holder | $268 | $314-14.5% | $3,839-93.0% | $847-68.3% |