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 | $79,135 |
Service code 49 · EIN 81-3026593 | Other Services | $150 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | 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 | $92,538 | $59,402+55.8% | $93,654-1.2% | $74,546+24.1% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 12.03% | 81.86%-69.8pp | 133.34%-121.3pp | 1366.03%-1354.0pp |
| Employer contribution / active EE | $876 | $1,265-30.8% | $2,421-63.8% | $2,624-66.6% |
| Participant deferral / active EE | $7,372 | $3,049+141.8% | $4,413+67.1% | $4,347+69.6% |
| Admin fee / account holder | $400 | $3,023-86.8% | $8,282-95.2% | $1,944-79.4% |