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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $118,827 |
RBC WEALTH MANAGEMENT3+ years Filed as: RBC CAPITAL MARKETS LLC Service code 49 · EIN 41-1416330 | Other Services | $48,888 |
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 | $95,413 | $61,473+55.2% | $81,930+16.5% | $73,409+30.0% |
| Participation rate | 86.2% | 72.4%+13.9pp | 72.0%+14.2pp | 72.2%+14.1pp |
| Annual return | 25.52% | 28.26%-2.7pp | 29.49%-4.0pp | 59.29%-33.8pp |
| Employer contribution / active EE | $3,798 | $1,898+100.1% | $4,310-11.9% | $2,234+70.1% |
| Participant deferral / active EE | $6,310 | $3,080+104.9% | $7,107-11.2% | $3,805+65.8% |
| Admin fee / account holder | $238 | $125+89.4% | $5,158-95.4% | $158+50.5% |