See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,674 |
RBC WEALTH MANAGEMENT7+ years Filed as: RBC CAPITAL MARKETS LLC Service code 17 · EIN 41-1416330 | Pension Consulting | $24,993 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,908 | $74,706+13.7% | $75,696+12.2% | $79,386+7.0% |
| Participation rate | 96.6% | 75.3%+21.2pp | 74.8%+21.7pp | 70.7%+25.8pp |
| Annual return | 23.69% | 18.52%+5.2pp | 104.53%-80.8pp | 116.85%-93.2pp |
| Employer contribution / active EE | $2,452 | $2,590-5.3% | $2,743-10.6% | $2,427+1.0% |
| Participant deferral / active EE | $7,135 | $3,533+101.9% | $3,821+86.7% | $4,046+76.4% |
| Admin fee / account holder | $298 | $374-20.4% | $3,619-91.8% | $626-52.4% |