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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $197,616 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $71,336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,094 | $57,610+4.3% | $154,803-61.2% | $102,872-41.6% |
| Participation rate | 54.2% | 59.5%-5.2pp | 78.1%-23.8pp | 73.0%-18.8pp |
| Annual return | 20.43% | 30.49%-10.1pp | 58.88%-38.5pp | 19.06%+1.4pp |
| Employer contribution / active EE | $880 | $1,883-53.3% | $4,305-79.6% | $3,526-75.1% |
| Participant deferral / active EE | $2,706 | $2,914-7.1% | $5,540-51.2% | $5,535-51.1% |
| Admin fee / account holder | $214 | $368-41.9% | $14,329-98.5% | $292-26.9% |