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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $229,847 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $70,588 |
BRIGGS & VESELKA CO.1 year Service code 10 · EIN 74-1769118 | Accounting | $11,447 |
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 | $56,087 | $81,719-31.4% | $101,248-44.6% | $90,288-37.9% |
| Participation rate | 40.1% | 80.7%-40.6pp | 75.8%-35.7pp | 73.4%-33.3pp |
| Annual return | 14.05% | 337.64%-323.6pp | 46.47%-32.4pp | 53.97%-39.9pp |
| Employer contribution / active EE | $1,713 | $3,622-52.7% | $3,660-53.2% | $2,524-32.2% |
| Participant deferral / active EE | $2,229 | $3,310-32.6% | $4,370-49.0% | $4,232-47.3% |
| Admin fee / account holder | $204 | $162+26.3% | $5,945-96.6% | $114+79.3% |