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 INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $14,577 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,735 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,660 | $41,854-2.9% | $73,843-44.9% | $52,331-22.3% |
| Participation rate | 99.1% | 66.2%+32.9pp | 73.4%+25.7pp | 68.1%+31.0pp |
| Annual return | 0.54% | 2.11%-1.6pp | 2267.84%-2267.3pp | 4.54%-4.0pp |
| Employer contribution / active EE | $2,167 | $1,920+12.8% | $2,787-22.3% | $1,882+15.1% |
| Participant deferral / active EE | $3,117 | $2,498+24.8% | $3,583-13.0% | $3,022+3.1% |
| Admin fee / account holder | $35 | $493-92.9% | $4,880-99.3% | $592-94.1% |