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 SERVICES8+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $28,438 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,866 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,251 | $64,707+85.8% | $112,228+7.1% | $68,494+75.6% |
| Participation rate | 96.2% | 67.2%+29.1pp | 75.1%+21.1pp | 67.9%+28.3pp |
| Annual return | -17.00% | -11.40%-5.6pp | 27.45%-44.4pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,588 | $2,746+30.7% | $3,635-1.3% | $2,596+38.2% |
| Participant deferral / active EE | $8,130 | $3,565+128.0% | $4,728+71.9% | $4,027+101.9% |
| Admin fee / account holder | $25 | $5,232-99.5% | $6,410-99.6% | $5,403-99.5% |