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 | $80,166 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $23,944 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,845 | $56,317-16.8% | $71,209-34.2% | $74,304-37.0% |
| Participation rate | 97.3% | 55.1%+42.2pp | 73.8%+23.6pp | 60.3%+37.0pp |
| Annual return | 11.45% | 42.83%-31.4pp | 282.51%-271.1pp | 29.43%-18.0pp |
| Employer contribution / active EE | $3,612 | $2,160+67.2% | $2,721+32.8% | $2,241+61.2% |
| Participant deferral / active EE | $3,432 | $2,788+23.1% | $4,175-17.8% | $3,767-8.9% |
| Admin fee / account holder | $350 | $2,290-84.7% | $5,349-93.5% | $2,969-88.2% |