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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $123,883 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $54,258 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $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 | $129,890 | $60,323+115.3% | $81,812+58.8% | $74,495+74.4% |
| Participation rate | 93.9% | 62.9%+31.0pp | 72.3%+21.5pp | 67.2%+26.7pp |
| Annual return | 14.65% | 16.90%-2.3pp | 773.79%-759.1pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $4,910 | $2,620+87.4% | $2,912+68.6% | $2,623+87.2% |
| Participant deferral / active EE | $9,807 | $3,387+189.5% | $4,319+127.1% | $4,346+125.7% |
| Admin fee / account holder | $534 | $1,486-64.1% | $7,386-92.8% | $1,942-72.5% |