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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 13 · EIN 59-2937883 | Contract Administrator | $29,240 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 27 · EIN 42-0127290 | Advisory (Plan) | $625 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,846 | $77,634+14.4% | $156,549-43.2% | $62,891+41.3% |
| Participation rate | 89.2% | 71.2%+18.0pp | 84.0%+5.2pp | 69.3%+19.9pp |
| Annual return | 36.55% | 50.32%-13.8pp | 32.23%+4.3pp | 20.14%+16.4pp |
| Employer contribution / active EE | $2,472 | $3,444-28.2% | $5,501-55.1% | $2,281+8.4% |
| Participant deferral / active EE | $5,202 | $3,045+70.8% | $4,871+6.8% | $3,203+62.4% |
| Admin fee / account holder | $66,451 | $5,561+1094.9% | $13,027+410.1% | $4,296+1447.0% |