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 SERVICES5+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $29,172 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,674 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $120,238 | $63,114+90.5% | $92,893+29.4% | $65,185+84.5% |
| Participation rate | 96.7% | 68.8%+28.0pp | 76.0%+20.7pp | 70.2%+26.5pp |
| Annual return | 21.56% | 28.75%-7.2pp | 109.41%-87.9pp | 29.38%-7.8pp |
| Employer contribution / active EE | $3,597 | $2,571+39.9% | $3,653-1.5% | $2,177+65.2% |
| Participant deferral / active EE | $7,663 | $3,108+146.5% | $4,236+80.9% | $3,514+118.1% |
| Admin fee / account holder | $31 | $624-95.0% | $5,794-99.5% | $847-96.3% |