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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.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,244 |
RBC WEALTH MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $19,999 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,089 | $82,917-33.6% | $103,333-46.7% | $77,643-29.0% |
| Participation rate | 90.2% | 71.6%+18.7pp | 74.5%+15.7pp | 70.6%+19.6pp |
| Annual return | 26.14% | 19.13%+7.0pp | 24.88%+1.3pp | 31.24%-5.1pp |
| Employer contribution / active EE | $793 | $3,552-77.7% | $3,868-79.5% | $2,726-70.9% |
| Participant deferral / active EE | $4,771 | $4,108+16.1% | $5,057-5.7% | $4,647+2.7% |
| Admin fee / account holder | $192 | $638-69.9% | $8,355-97.7% | $430-55.3% |