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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $86,859 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $21,492 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $16,188 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,144 | $79,519-67.1% | $95,952-72.8% | $73,409-64.4% |
| Participation rate | 84.8% | 81.2%+3.6pp | 77.1%+7.7pp | 72.2%+12.6pp |
| Annual return | 12.73% | 19.20%-6.5pp | 91.61%-78.9pp | 59.29%-46.6pp |
| Employer contribution / active EE | $0 | $2,048-100.0% | $2,541-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,956 | $4,138-52.7% | $4,167-53.0% | $3,805-48.6% |
| Admin fee / account holder | $143 | $184-22.2% | $6,795-97.9% | $158-9.2% |