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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,399 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,022 | $39,859-22.2% | $78,689-60.6% | $57,658-46.2% |
| Participation rate | 86.0% | 66.1%+19.9pp | 73.6%+12.5pp | 70.2%+15.8pp |
| Annual return | 5.62% | 18.96%-13.3pp | 62.18%-56.6pp | 5.13%+0.5pp |
| Employer contribution / active EE | $2,567 | $1,786+43.7% | $2,851-10.0% | $1,974+30.0% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $13 | $76-83.2% | $4,510-99.7% | $95-86.5% |