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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,212 |
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $25,341 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $55,967 | $70,908-21.1% | $98,907-43.4% | $73,488-23.8% |
| Participation rate | 82.2% | 73.8%+8.5pp | 76.0%+6.2pp | 70.7%+11.5pp |
| Annual return | 17.33% | 34.17%-16.8pp | 196.43%-179.1pp | 28.51%-11.2pp |
| Employer contribution / active EE | $0 | $2,036-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,141 | $3,500-10.3% | $4,244-26.0% | $3,740-16.0% |
| Admin fee / account holder | $412 | $535-23.1% | $6,642-93.8% | $513-19.8% |