See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $74,676 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $30,906 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,776 | $48,750+18.5% | $88,946-35.0% | $74,304-22.2% |
| Participation rate | 90.2% | 44.5%+45.7pp | 68.8%+21.4pp | 60.3%+29.9pp |
| Annual return | 18.42% | 25.91%-7.5pp | 57.82%-39.4pp | 29.43%-11.0pp |
| Employer contribution / active EE | $2,280 | $1,255+81.7% | $2,555-10.8% | $2,241+1.7% |
| Participant deferral / active EE | $4,286 | $2,423+76.9% | $4,581-6.5% | $3,767+13.8% |
| Admin fee / account holder | $561 | $3,756-85.1% | $8,261-93.2% | $2,969-81.1% |