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 7-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 | $45,655 |
RBC WEALTH MANAGEMENT1+ years Filed as: RBC CAPITAL MARKETS LLC Service code 49 · EIN 41-1416330 | Other Services | $29,319 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA INVESTMENT SERVICES LLC Service code 49 · EIN 41-1483314 | Other Services | $23,088 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,391 | $48,261+85.2% | $68,793+29.9% | $55,725+60.4% |
| Participation rate | 74.6% | 71.0%+3.6pp | 72.2%+2.4pp | 70.9%+3.7pp |
| Annual return | -2.56% | -2.61%+0.1pp | -4.63%+2.1pp | 244.93%-247.5pp |
| Employer contribution / active EE | $2,981 | $1,742+71.1% | $2,625+13.6% | $2,078+43.4% |
| Participant deferral / active EE | $5,114 | $2,712+88.6% | $3,311+54.5% | $3,356+52.4% |
| Admin fee / account holder | $147 | $126+16.4% | $5,131-97.1% | $115+27.5% |