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.
| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $77,564 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,028 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,809 | $45,343+329.6% | $150,298+29.6% | $67,986+186.5% |
| Participation rate | 92.9% | 51.9%+41.0pp | 77.8%+15.1pp | 57.2%+35.6pp |
| Annual return | 14.40% | 33.28%-18.9pp | 62.79%-48.4pp | 31.67%-17.3pp |
| Employer contribution / active EE | $4,527 | $1,462+209.7% | $4,154+9.0% | $2,019+124.2% |
| Participant deferral / active EE | $13,795 | $2,055+571.4% | $5,453+153.0% | $3,358+310.8% |
| Admin fee / account holder | $11 | $2,250-99.5% | $14,116-99.9% | $3,203-99.7% |