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 | $87,160 |
Service code 49 · EIN 81-3026593 | Other Services | $500 |
RAYMOND JAMES FINANCIAL SERVICES10+ years 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 | $104,618 | $66,098+58.3% | $101,794+2.8% | $74,304+40.8% |
| Participation rate | 100.0% | 53.8%+46.2pp | 69.2%+30.8pp | 60.3%+39.7pp |
| Annual return | 16.02% | 19.59%-3.6pp | 30.53%-14.5pp | 29.43%-13.4pp |
| Employer contribution / active EE | $881 | $1,082-18.5% | $2,289-61.5% | $2,241-60.7% |
| Participant deferral / active EE | $6,891 | $2,781+147.8% | $4,084+68.7% | $3,767+82.9% |
| Admin fee / account holder | $435 | $4,146-89.5% | $8,777-95.0% | $2,969-85.3% |