See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,984 |
RBC WEALTH MANAGEMENT1 year Service code 26 2800 QUARRY LAKE DR · BALTIMORE, MD 21209 | Advisory (Participants) | $25,000 |
RBC WEALTH MANAGEMENT8+ years Filed as: RBC CAPITAL MARKETS LLC Service code 17 · EIN 41-1416330 | Pension Consulting | $24,991 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,289 | $60,989+12.0% | $60,874+12.2% | $66,914+2.1% |
| Participation rate | 96.1% | 74.5%+21.7pp | 73.1%+23.0pp | 69.8%+26.3pp |
| Annual return | -10.87% | -9.60%-1.3pp | 16.90%-27.8pp | 1.58%-12.4pp |
| Employer contribution / active EE | $2,438 | $2,661-8.3% | $2,701-9.7% | $2,544-4.2% |
| Participant deferral / active EE | $5,638 | $3,615+56.0% | $3,817+47.7% | $4,237+33.1% |
| Admin fee / account holder | $332 | $338-2.1% | $3,224-89.7% | $593-44.1% |