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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $25,188 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,720 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $101,186 | $58,726+72.3% | $92,233+9.7% | $62,292+62.4% |
| Participation rate | 94.4% | 68.3%+26.1pp | 76.5%+17.9pp | 69.5%+24.9pp |
| Annual return | 18.02% | 43.62%-25.6pp | 176.28%-158.3pp | 28.90%-10.9pp |
| Employer contribution / active EE | $3,109 | $2,392+30.0% | $3,679-15.5% | $2,042+52.2% |
| Participant deferral / active EE | $6,116 | $2,766+121.1% | $3,897+57.0% | $3,169+93.0% |
| Admin fee / account holder | $18 | $556-96.7% | $5,194-99.6% | $479-96.2% |