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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $70,938 |
Filed as: RAYMOND JAMES & ASSOC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $47,084 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,448 | $62,928-48.4% | $172,739-81.2% | $67,579-52.0% |
| Participation rate | 91.5% | 64.5%+27.0pp | 82.6%+8.8pp | 71.3%+20.2pp |
| Annual return | 22.13% | 30.36%-8.2pp | 802.84%-780.7pp | 378.56%-356.4pp |
| Employer contribution / active EE | $576 | $1,636-64.8% | $5,143-88.8% | $2,148-73.2% |
| Participant deferral / active EE | $2,002 | $2,145-6.6% | $5,198-61.5% | $3,539-43.4% |
| Admin fee / account holder | $90 | $167-46.0% | $13,954-99.4% | $142-36.7% |