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 |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 49 · EIN 59-1531281 | Other Services | $19,914 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,225 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,634 | $42,548+2.6% | $74,550-41.5% | $56,287-22.5% |
| Participation rate | 96.4% | 60.5%+36.0pp | 69.1%+27.3pp | 69.9%+26.6pp |
| Annual return | -5.84% | 12.40%-18.2pp | 32.53%-38.4pp | -9.96%+4.1pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,196 | $2,277+40.3% | $3,108+2.8% | $3,350-4.6% |
| Admin fee / account holder | $16 | $467-96.5% | $5,060-99.7% | $521-96.8% |