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 10-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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $121,100 |
Filed as: RAYMOND JAMES & ASSOCIATES INC. Service code 27 | Advisory (Plan) | $60,807 |
Filed as: FUTURE PLANNING ASSOCIATES, INC. Service code 49 | Other Services | $13,085 |
Filed as: FUTURE PLANNING ASSOCIATES, INC Service code 49 · EIN 03-0271340 | Other Services | $0 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED8+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $190,052 | $64,119+196.4% | $112,228+69.3% | $66,914+184.0% |
| Participation rate | 94.7% | 68.5%+26.3pp | 75.1%+19.7pp | 69.8%+24.9pp |
| Annual return | -13.38% | -13.81%+0.4pp | 27.45%-40.8pp | 1.58%-15.0pp |
| Employer contribution / active EE | $3,485 | $3,005+16.0% | $3,635-4.1% | $2,544+37.0% |
| Participant deferral / active EE | $10,703 | $3,693+189.8% | $4,728+126.4% | $4,237+152.6% |
| Admin fee / account holder | $812 | $625+29.8% | $6,410-87.3% | $593+36.8% |