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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,335 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Service code 27 · EIN 27-4250417 | Advisory (Plan) | $34,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,600 | $43,999-46.4% | $79,464-70.3% | $55,725-57.6% |
| Participation rate | 61.8% | 66.9%-5.1pp | 73.3%-11.5pp | 70.9%-9.0pp |
| Annual return | 7.86% | 1.81%+6.0pp | 718.14%-710.3pp | 244.93%-237.1pp |
| Employer contribution / active EE | $841 | $1,830-54.0% | $2,800-70.0% | $2,078-59.5% |
| Participant deferral / active EE | $1,592 | $2,538-37.3% | $3,704-57.0% | $3,356-52.6% |
| Admin fee / account holder | $125 | $118+6.7% | $5,113-97.5% | $115+8.9% |