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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $113,533 |
Filed as: RAYMOND JAMES & ASSOCIATES INC. Service code 27 | Advisory (Plan) | $57,616 |
Filed as: FUTURE PLANNING ASSOCIATES, INC. Service code 49 | Other Services | $12,012 |
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 INCORPORATED9+ 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,654 | $76,670+168.2% | $96,683+112.7% | $71,457+187.8% |
| Participation rate | 92.6% | 66.6%+26.0pp | 74.3%+18.2pp | 67.9%+24.7pp |
| Annual return | 13.13% | 48.29%-35.2pp | 35.69%-22.6pp | 28.85%-15.7pp |
| Employer contribution / active EE | $3,681 | $3,031+21.4% | $3,737-1.5% | $2,588+42.2% |
| Participant deferral / active EE | $11,554 | $3,771+206.4% | $4,878+136.9% | $4,289+169.4% |
| Admin fee / account holder | $805 | $2,028-60.3% | $6,730-88.0% | $1,587-49.3% |