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 MANAGEMENT6+ years Filed as: RBC CAPITAL MARKETS LLC Service code 49 | Other Services | $13,815 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $750 |
RBC WEALTH MANAGEMENT4 years 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 | $31,444 | $176,491-82.2% | $95,952-67.2% | $90,288-65.2% |
| Participation rate | 12.9% | 86.6%-73.6pp | 77.1%-64.1pp | 73.4%-60.4pp |
| Annual return | 20.70% | 20.14%+0.6pp | 91.61%-70.9pp | 53.97%-33.3pp |
| Employer contribution / active EE | $0 | $2,789-100.0% | $2,541-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $173 | $5,340-96.8% | $4,167-95.8% | $4,232-95.9% |
| Admin fee / account holder | $3 | $154-97.8% | $6,795-100.0% | $114-97.0% |