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 | $34,118 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $13,333 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 49 · EIN 59-1531281 | Other Services | $5,295 |
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 | $55,619 | $49,138+13.2% | $84,015-33.8% | $65,185-14.7% |
| Participation rate | 97.1% | 60.7%+36.3pp | 69.0%+28.0pp | 70.2%+26.9pp |
| Annual return | 21.62% | 23.00%-1.4pp | 71.31%-49.7pp | 29.38%-7.8pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,726 | $2,397+55.5% | $3,239+15.1% | $3,514+6.1% |
| Admin fee / account holder | $284 | $543-47.7% | $6,101-95.3% | $847-66.4% |