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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,267 |
RBC WEALTH MANAGEMENT11+ years Filed as: RBC CAPITAL MARKETS LLC Service code 17 · EIN 41-1416330 | Pension Consulting | $24,990 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,348 | $67,984+16.7% | $65,493+21.2% | $74,304+6.8% |
| Participation rate | 95.8% | 66.3%+29.5pp | 73.1%+22.7pp | 60.3%+35.5pp |
| Annual return | 9.51% | 19.87%-10.4pp | 982.45%-972.9pp | 29.43%-19.9pp |
| Employer contribution / active EE | $2,668 | $2,491+7.1% | $2,574+3.6% | $2,241+19.0% |
| Participant deferral / active EE | $5,673 | $3,346+69.5% | $3,961+43.2% | $3,767+50.6% |
| Admin fee / account holder | $336 | $1,373-75.5% | $5,028-93.3% | $2,969-88.7% |