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 | $201,833 |
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $65,358 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,007 | $66,051-25.8% | $92,893-47.2% | $77,787-37.0% |
| Participation rate | 41.2% | 81.0%-39.8pp | 76.0%-34.8pp | 73.2%-32.0pp |
| Annual return | 22.94% | 20.69%+2.2pp | 109.41%-86.5pp | 32.57%-9.6pp |
| Employer contribution / active EE | $1,397 | $3,426-59.2% | $3,653-61.8% | $2,504-44.2% |
| Participant deferral / active EE | $1,789 | $3,013-40.6% | $4,236-57.8% | $3,967-54.9% |
| Admin fee / account holder | $175 | $148+18.6% | $5,794-97.0% | $100+75.2% |