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 SERVICES4+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $28,830 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,616 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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 | $94,868 | $55,449+71.1% | $83,848+13.1% | $56,287+68.5% |
| Participation rate | 96.8% | 68.0%+28.8pp | 76.1%+20.7pp | 69.9%+27.0pp |
| Annual return | -6.04% | -1.38%-4.7pp | 850.88%-856.9pp | -9.96%+3.9pp |
| Employer contribution / active EE | $3,481 | $2,430+43.2% | $3,631-4.1% | $2,111+64.9% |
| Participant deferral / active EE | $7,063 | $2,935+140.6% | $4,082+73.0% | $3,350+110.9% |
| Admin fee / account holder | $24 | $656-96.3% | $5,478-99.6% | $521-95.3% |