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 9-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 |
|---|---|---|
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $30,606 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,877 |
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 | $90,852 | $98,750-8.0% | $149,696-39.3% | $79,858+13.8% |
| Participation rate | 87.6% | 75.8%+11.9pp | 82.5%+5.2pp | 69.6%+18.0pp |
| Annual return | 18.04% | 27.43%-9.4pp | 276.60%-258.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,401 | $3,216-56.5% | $4,644-69.8% | $2,471-43.3% |
| Participant deferral / active EE | $7,678 | $5,680+35.2% | $6,842+12.2% | $3,740+105.3% |
| Admin fee / account holder | $253 | $6,053-95.8% | $9,309-97.3% | $5,306-95.2% |