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 MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $61,286 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,726 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,255 | $92,055-36.7% | $106,213-45.2% | $77,643-25.0% |
| Participation rate | 91.6% | 81.0%+10.6pp | 75.3%+16.3pp | 70.6%+21.0pp |
| Annual return | 15.84% | 17.91%-2.1pp | 116.14%-100.3pp | 31.24%-15.4pp |
| Employer contribution / active EE | $1,230 | $3,367-63.5% | $3,171-61.2% | $2,726-54.9% |
| Participant deferral / active EE | $4,898 | $5,386-9.1% | $5,016-2.4% | $4,647+5.4% |
| Admin fee / account holder | $209 | $219-4.7% | $11,033-98.1% | $430-51.5% |