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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $175,711 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $65,931 |
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 | $51,217 | $53,136-3.6% | $155,509-67.1% | $199,593-74.3% |
| Participation rate | 52.4% | 64.1%-11.7pp | 78.2%-25.8pp | 72.0%-19.6pp |
| Annual return | 14.57% | 41.15%-26.6pp | 64.67%-50.1pp | 34.25%-19.7pp |
| Employer contribution / active EE | $633 | $1,851-65.8% | $4,672-86.4% | $3,034-79.1% |
| Participant deferral / active EE | $2,167 | $3,161-31.4% | $5,626-61.5% | $5,087-57.4% |
| Admin fee / account holder | $196 | $185+5.9% | $15,912-98.8% | $269-27.0% |