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 |
|---|---|---|
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $20,000 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,658 |
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 | $144,894 | $85,766+68.9% | $136,294+6.3% | $70,131+106.6% |
| Participation rate | 87.8% | 74.2%+13.6pp | 81.9%+5.9pp | 69.5%+18.2pp |
| Annual return | 21.55% | 31.45%-9.9pp | 5155.94%-5134.4pp | 73.14%-51.6pp |
| Employer contribution / active EE | $2,192 | $2,966-26.1% | $4,695-53.3% | $2,342-6.4% |
| Participant deferral / active EE | $10,483 | $5,051+107.5% | $6,247+67.8% | $3,332+214.6% |
| Admin fee / account holder | $24 | $5,420-99.6% | $9,243-99.7% | $4,645-99.5% |