See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $68,146 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $50,346 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,646 | $104,919-47.0% | $116,228-52.1% | $85,563-35.0% |
| Participation rate | 99.0% | 78.6%+20.4pp | 74.6%+24.4pp | 66.0%+33.0pp |
| Annual return | 18.44% | 15.38%+3.1pp | 90.06%-71.6pp | 31.51%-13.1pp |
| Employer contribution / active EE | $1,507 | $3,485-56.8% | $2,994-49.7% | $2,654-43.2% |
| Participant deferral / active EE | $5,512 | $5,306+3.9% | $4,953+11.3% | $4,375+26.0% |
| Admin fee / account holder | $190 | $429-55.8% | $11,989-98.4% | $834-77.3% |