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 3-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 | $47,101 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $25,000 |
RBC WEALTH MANAGEMENT1+ years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $14,742 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,227 | $71,142-61.7% | $119,609-77.2% | $64,808-58.0% |
| Participation rate | 95.9% | 78.6%+17.3pp | 79.3%+16.6pp | 71.5%+24.4pp |
| Annual return | 0.00% | -10.01%+10.0pp | -14.97%+15.0pp | 32.82%-32.8pp |
| Employer contribution / active EE | $1,951 | $2,497-21.9% | $4,232-53.9% | $2,506-22.2% |
| Participant deferral / active EE | $3,901 | $4,490-13.1% | $5,602-30.4% | $4,310-9.5% |
| Admin fee / account holder | $143 | $162-12.0% | $10,323-98.6% | $188-24.0% |