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 |
|---|---|---|
RBC WEALTH MANAGEMENT3+ years Filed as: RBC CAPITAL MARKETS LLC Service code 49 | Other Services | $17,393 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $240 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS Service code 49 · EIN 41-1416330 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,965 | $88,730-73.0% | $82,313-70.9% | $77,958-69.3% |
| Participation rate | 13.4% | 84.5%-71.1pp | 76.9%-63.5pp | 71.6%-58.2pp |
| Annual return | 26.47% | 20.88%+5.6pp | 25.88%+0.6pp | 20.87%+5.6pp |
| Employer contribution / active EE | $0 | $2,758-100.0% | $2,428-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $290 | $4,634-93.7% | $3,706-92.2% | $3,537-91.8% |
| Admin fee / account holder | $1 | $74-98.6% | $5,608-100.0% | $97-98.9% |