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 4-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,502 |
RBC WEALTH MANAGEMENT1+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $36,725 |
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 | $47,195 | $81,908-42.4% | $90,749-48.0% | $64,808-27.2% |
| Participation rate | 84.5% | 80.5%+4.1pp | 75.7%+8.9pp | 71.5%+13.1pp |
| Annual return | 14.27% | -12.53%+26.8pp | -12.16%+26.4pp | 32.82%-18.5pp |
| Employer contribution / active EE | $1,074 | $3,065-65.0% | $2,921-63.2% | $2,506-57.1% |
| Participant deferral / active EE | $4,072 | $4,840-15.9% | $4,564-10.8% | $4,310-5.5% |
| Admin fee / account holder | $157 | $157-0.1% | $8,445-98.1% | $188-16.4% |