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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,486 |
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $24,959 |
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 | $48,823 | $54,237-10.0% | $90,281-45.9% | $67,579-27.8% |
| Participation rate | 99.6% | 68.6%+31.0pp | 73.3%+26.3pp | 71.3%+28.3pp |
| Annual return | 20.79% | 37.27%-16.5pp | 78.10%-57.3pp | 378.56%-357.8pp |
| Employer contribution / active EE | $1,870 | $1,846+1.3% | $2,854-34.5% | $2,148-13.0% |
| Participant deferral / active EE | $3,323 | $2,625+26.6% | $3,885-14.5% | $3,539-6.1% |
| Admin fee / account holder | $115 | $123-6.7% | $5,351-97.8% | $142-19.1% |