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 | $38,446 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $20,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,778 | $54,573+11.4% | $90,951-33.2% | $73,488-17.3% |
| Participation rate | 96.3% | 61.2%+35.1pp | 69.0%+27.3pp | 70.7%+25.6pp |
| Annual return | 19.12% | 16.69%+2.4pp | 134.60%-115.5pp | 28.51%-9.4pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,108 | $2,517+63.2% | $3,373+21.8% | $3,740+9.8% |
| Admin fee / account holder | $285 | $521-45.4% | $5,959-95.2% | $513-44.5% |