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 7-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 | $61,219 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $27,244 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $47,003 | $76,670-38.7% | $96,683-51.4% | $71,457-34.2% |
| Participation rate | 90.4% | 66.6%+23.8pp | 74.3%+16.1pp | 67.9%+22.5pp |
| Annual return | 18.30% | 48.29%-30.0pp | 35.69%-17.4pp | 28.85%-10.5pp |
| Employer contribution / active EE | $3,754 | $3,031+23.8% | $3,737+0.5% | $2,588+45.1% |
| Participant deferral / active EE | $4,223 | $3,771+12.0% | $4,878-13.4% | $4,289-1.5% |
| Admin fee / account holder | $300 | $2,028-85.2% | $6,730-95.5% | $1,587-81.1% |