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 SERVICES3+ years Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $21,448 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $256 |
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 | $69,267 | $76,000-8.9% | $154,107-55.1% | $64,186+7.9% |
| Participation rate | 88.5% | 70.4%+18.0pp | 83.0%+5.4pp | 69.6%+18.9pp |
| Annual return | 7.81% | 30.32%-22.5pp | 735.12%-727.3pp | 7.63%+0.2pp |
| Employer contribution / active EE | $2,203 | $3,351-34.3% | $5,298-58.4% | $2,381-7.5% |
| Participant deferral / active EE | $4,098 | $3,175+29.1% | $5,081-19.3% | $3,470+18.1% |
| Admin fee / account holder | $4,544 | $5,596-18.8% | $13,411-66.1% | $4,888-7.0% |