See peer percentile detail with Solo.
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.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $224,242 |
RBC WEALTH MANAGEMENT4+ years Filed as: RBC CAPITAL MARKETS LLC Service code 49 · EIN 41-1416330 | Other Services | $95,976 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,801 | $66,528+98.1% | $86,874+51.7% | $86,799+51.8% |
| Participation rate | 94.1% | 72.4%+21.8pp | 71.6%+22.5pp | 72.3%+21.9pp |
| Annual return | 71.78% | 19.56%+52.2pp | 63.52%+8.3pp | 97.91%-26.1pp |
| Employer contribution / active EE | $3,986 | $2,007+98.6% | $2,495+59.7% | $2,405+65.7% |
| Participant deferral / active EE | $7,147 | $3,240+120.6% | $3,699+93.2% | $4,131+73.0% |
| Admin fee / account holder | $362 | $148+144.6% | $5,828-93.8% | $170+113.6% |