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 | $73,712 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $32,023 |
PBMARES, LLP1 year Service code 13 · EIN 54-0737372 | Contract Administrator | $6,498 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,981 | $100,801-38.5% | $149,696-58.6% | $73,409-15.6% |
| Participation rate | 61.8% | 77.7%-15.9pp | 82.5%-20.7pp | 72.2%-10.4pp |
| Annual return | 17.58% | 265.34%-247.8pp | 276.60%-259.0pp | 59.29%-41.7pp |
| Employer contribution / active EE | $1,730 | $3,312-47.8% | $4,644-62.8% | $2,234-22.6% |
| Participant deferral / active EE | $3,504 | $6,404-45.3% | $6,842-48.8% | $3,805-7.9% |
| Admin fee / account holder | $281 | $181+55.2% | $9,309-97.0% | $158+77.8% |