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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $184,040 |
RBC WEALTH MANAGEMENT5+ years Filed as: RBC CAPITAL MARKETS LLC Service code 49 · EIN 41-1416330 | Other Services | $97,679 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,435 | $56,503+83.1% | $70,092+47.6% | $64,808+59.6% |
| Participation rate | 95.0% | 70.5%+24.5pp | 70.5%+24.5pp | 71.5%+23.5pp |
| Annual return | -14.84% | -13.44%-1.4pp | 190.73%-205.6pp | 32.82%-47.7pp |
| Employer contribution / active EE | $4,269 | $2,046+108.6% | $2,559+66.8% | $2,506+70.4% |
| Participant deferral / active EE | $7,394 | $3,389+118.2% | $3,849+92.1% | $4,310+71.5% |
| Admin fee / account holder | $267 | $160+66.6% | $6,267-95.7% | $188+42.2% |