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 |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $53,556 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,888 |
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 | $54,811 | $84,784-35.4% | $98,439-44.3% | $74,419-26.3% |
| Participation rate | 88.3% | 81.5%+6.7pp | 75.2%+13.1pp | 70.7%+17.5pp |
| Annual return | 18.19% | 20.59%-2.4pp | 21.16%-3.0pp | 34.38%-16.2pp |
| Employer contribution / active EE | $1,249 | $3,364-62.9% | $3,048-59.0% | $2,637-52.6% |
| Participant deferral / active EE | $4,746 | $5,218-9.0% | $4,738+0.2% | $4,528+4.8% |
| Admin fee / account holder | $206 | $204+0.6% | $8,948-97.7% | $348-40.9% |