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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,420 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $15,440 |
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 | $61,594 | $68,719-10.4% | $91,541-32.7% | $84,808-27.4% |
| Participation rate | 97.5% | 64.5%+33.0pp | 69.8%+27.7pp | 68.3%+29.2pp |
| Annual return | 10.98% | 19.12%-8.1pp | 20.50%-9.5pp | 40.90%-29.9pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,480 | $3,136+138.5% | $4,008+86.6% | $4,212+77.6% |
| Admin fee / account holder | $519 | $5,786-91.0% | $6,956-92.5% | $7,344-92.9% |