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 MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS, LLC Service code 17 · EIN 41-1416330 | Pension Consulting | $25,000 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,323 |
Annual investment return 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 | $66,821 | $65,322+2.3% | $70,449-5.2% | $73,488-9.1% |
| Participation rate | 96.1% | 77.0%+19.1pp | 75.1%+21.0pp | 70.7%+25.4pp |
| Annual return | 3.14% | 15.71%-12.6pp | 109.03%-105.9pp | 28.51%-25.4pp |
| Employer contribution / active EE | $2,268 | $2,460-7.8% | $2,737-17.1% | $2,270-0.1% |
| Participant deferral / active EE | $5,792 | $3,375+71.6% | $3,709+56.2% | $3,740+54.9% |
| Admin fee / account holder | $277 | $214+29.4% | $3,845-92.8% | $513-46.0% |