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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $149,770 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $61,161 |
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 | $38,937 | $45,000-13.5% | $143,757-72.9% | $77,904-50.0% |
| Participation rate | 52.1% | 66.8%-14.7pp | 80.3%-28.2pp | 73.7%-21.6pp |
| Annual return | -15.89% | 29.03%-44.9pp | -0.04%-15.8pp | 12.21%-28.1pp |
| Employer contribution / active EE | $579 | $1,870-69.0% | $4,951-88.3% | $2,848-79.7% |
| Participant deferral / active EE | $1,924 | $3,157-39.0% | $5,637-65.9% | $4,806-60.0% |
| Admin fee / account holder | $182 | $98+85.3% | $14,673-98.8% | $133+37.6% |