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 SERVICES2+ years Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $20,953 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $720 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,843 | $84,233-14.7% | $170,442-57.8% | $70,131+2.4% |
| Participation rate | 88.9% | 70.8%+18.1pp | 83.6%+5.3pp | 69.5%+19.3pp |
| Annual return | 9.71% | 23.06%-13.4pp | 205.93%-196.2pp | 73.14%-63.4pp |
| Employer contribution / active EE | $2,320 | $3,387-31.5% | $5,433-57.3% | $2,342-1.0% |
| Participant deferral / active EE | $4,440 | $3,086+43.9% | $4,939-10.1% | $3,332+33.3% |
| Admin fee / account holder | $28,283 | $5,698+396.4% | $13,880+103.8% | $4,645+508.8% |