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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,058 |
RBC WEALTH MANAGEMENT10+ 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 | $71,902 | $69,763+3.1% | $67,502+6.5% | $74,495-3.5% |
| Participation rate | 94.8% | 71.4%+23.5pp | 72.9%+22.0pp | 67.2%+27.6pp |
| Annual return | 11.81% | -40.34%+52.2pp | 3512.12%-3500.3pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $2,541 | $2,704-6.0% | $2,731-7.0% | $2,623-3.1% |
| Participant deferral / active EE | $5,771 | $3,636+58.7% | $4,000+44.3% | $4,346+32.8% |
| Admin fee / account holder | $312 | $896-65.2% | $3,998-92.2% | $1,942-83.9% |