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 SERVICES6+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $30,195 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 49 · EIN 59-1237041 | Other Services | $5,924 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,230 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $146,107 | $72,277+102.1% | $101,248+44.3% | $79,858+83.0% |
| Participation rate | 94.3% | 68.5%+25.9pp | 75.8%+18.5pp | 69.6%+24.7pp |
| Annual return | 14.86% | 22.30%-7.4pp | 46.47%-31.6pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,709 | $2,692+0.6% | $3,660-26.0% | $2,471+9.6% |
| Participant deferral / active EE | $9,715 | $3,282+196.0% | $4,370+122.3% | $3,740+159.7% |
| Admin fee / account holder | $32 | $4,400-99.3% | $5,945-99.5% | $5,306-99.4% |