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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $185,624 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $58,055 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,062 | $60,396-30.4% | $83,848-49.8% | $75,289-44.1% |
| Participation rate | 51.4% | 80.7%-29.3pp | 76.1%-24.7pp | 72.4%-21.0pp |
| Annual return | -5.86% | 3.84%-9.7pp | 850.88%-856.7pp | -0.04%-5.8pp |
| Employer contribution / active EE | $1,926 | $3,343-42.4% | $3,631-47.0% | $2,405-19.9% |
| Participant deferral / active EE | $2,512 | $2,922-14.1% | $4,082-38.5% | $3,739-32.8% |
| Admin fee / account holder | $190 | $141+34.4% | $5,478-96.5% | $102+85.5% |