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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,998 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $2,355 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,305 | $42,810-66.6% | $169,463-91.6% | $55,725-74.3% |
| Participation rate | 81.6% | 64.7%+16.9pp | 77.8%+3.8pp | 70.9%+10.8pp |
| Annual return | -2.96% | -3.61%+0.7pp | 1.83%-4.8pp | 244.93%-247.9pp |
| Employer contribution / active EE | $503 | $1,402-64.1% | $4,159-87.9% | $2,078-75.8% |
| Participant deferral / active EE | $1,174 | $3,141-62.6% | $5,277-77.7% | $3,356-65.0% |
| Admin fee / account holder | $75 | $106-29.6% | $9,109-99.2% | $115-34.9% |