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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $95,881 |
RBC WEALTH MANAGEMENT2+ years Filed as: RBC CAPITAL MARKETS LLC Service code 49 · EIN 41-1416330 | Other Services | $39,682 |
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 | $88,456 | $55,790+58.6% | $76,817+15.2% | $67,579+30.9% |
| Participation rate | 91.2% | 71.1%+20.1pp | 72.1%+19.1pp | 71.3%+19.9pp |
| Annual return | 25.81% | 64.45%-38.6pp | 1166.11%-1140.3pp | 378.56%-352.7pp |
| Employer contribution / active EE | $3,508 | $1,810+93.8% | $2,302+52.4% | $2,148+63.3% |
| Participant deferral / active EE | $5,713 | $2,875+98.7% | $3,336+71.3% | $3,539+61.4% |
| Admin fee / account holder | $229 | $159+44.1% | $6,420-96.4% | $142+61.2% |