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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,239 |
RBC WEALTH MANAGEMENT9+ years Filed as: RBC CAPITAL MARKETS LLC Service code 17 · EIN 41-1416330 | Pension Consulting | $24,978 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,700 | $65,557+9.4% | $64,056+11.9% | $71,457+0.3% |
| Participation rate | 96.9% | 73.2%+23.8pp | 72.3%+24.6pp | 67.9%+29.0pp |
| Annual return | 12.64% | 18.94%-6.3pp | 33.69%-21.0pp | 28.85%-16.2pp |
| Employer contribution / active EE | $2,425 | $2,669-9.2% | $2,747-11.7% | $2,588-6.3% |
| Participant deferral / active EE | $6,133 | $3,626+69.2% | $3,880+58.1% | $4,289+43.0% |
| Admin fee / account holder | $310 | $616-49.6% | $3,068-89.9% | $1,587-80.5% |