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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $163,085 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $61,352 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,532 | $67,512-32.6% | $185,823-75.5% | $93,030-51.1% |
| Participation rate | 62.3% | 67.1%-4.8pp | 81.7%-19.4pp | 73.9%-11.6pp |
| Annual return | 13.80% | 21.04%-7.2pp | 122.05%-108.3pp | 158.70%-144.9pp |
| Employer contribution / active EE | $616 | $1,783-65.4% | $5,167-88.1% | $2,706-77.2% |
| Participant deferral / active EE | $2,058 | $3,035-32.2% | $5,568-63.0% | $4,562-54.9% |
| Admin fee / account holder | $199 | $318-37.5% | $16,237-98.8% | $152+31.0% |