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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 49 · EIN 59-1531281 | Other Services | $41,384 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $840 |
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 | $163,593 | $60,165+171.9% | $74,183+120.5% | $55,167+196.5% |
| Participation rate | 97.4% | 74.2%+23.3pp | 76.6%+20.8pp | 69.0%+28.4pp |
| Annual return | 8.24% | 10.00%-1.8pp | 17.74%-9.5pp | 169.23%-161.0pp |
| Employer contribution / active EE | $1,144 | $1,600-28.5% | $2,370-51.7% | $1,963-41.7% |
| Participant deferral / active EE | $8,332 | $2,973+180.3% | $3,550+134.7% | $3,054+172.8% |
| Admin fee / account holder | $6 | $419-98.6% | $5,586-99.9% | $504-98.8% |