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 |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $51,112 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,687 |
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 | $38,717 | $52,293-26.0% | $178,490-78.3% | $73,409-47.3% |
| Participation rate | 79.9% | 65.3%+14.5pp | 81.9%-2.1pp | 72.2%+7.7pp |
| Annual return | 14.13% | 34.75%-20.6pp | 151.07%-136.9pp | 59.29%-45.2pp |
| Employer contribution / active EE | $711 | $1,735-59.0% | $5,011-85.8% | $2,234-68.2% |
| Participant deferral / active EE | $2,299 | $2,332-1.4% | $5,202-55.8% | $3,805-39.6% |
| Admin fee / account holder | $37 | $127-71.0% | $13,984-99.7% | $158-76.6% |