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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $160,625 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $61,033 |
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 | $47,927 | $50,127-4.4% | $149,673-68.0% | $80,160-40.2% |
| Participation rate | 51.0% | 64.3%-13.3pp | 78.8%-27.8pp | 72.9%-22.0pp |
| Annual return | 20.11% | 29.82%-9.7pp | 134.42%-114.3pp | 40.38%-20.3pp |
| Employer contribution / active EE | $631 | $1,865-66.2% | $4,818-86.9% | $2,978-78.8% |
| Participant deferral / active EE | $2,002 | $3,194-37.3% | $5,680-64.7% | $5,017-60.1% |
| Admin fee / account holder | $194 | $153+27.0% | $13,210-98.5% | $145+33.8% |