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 SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 49 · EIN 59-1237041 | Other Services | $5,530 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,688 |
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 | $28,087 | $75,828-63.0% | $147,614-81.0% | $59,632-52.9% |
| Participation rate | 92.8% | 71.6%+21.2pp | 84.6%+8.2pp | 68.7%+24.1pp |
| Annual return | 7.07% | 0.37%+6.7pp | 61.98%-54.9pp | 2041.28%-2034.2pp |
| Employer contribution / active EE | $2,572 | $3,485-26.2% | $5,564-53.8% | $2,203+16.8% |
| Participant deferral / active EE | $1,238 | $3,130-60.5% | $4,895-74.7% | $3,192-61.2% |
| Admin fee / account holder | $35 | $5,985-99.4% | $11,611-99.7% | $4,297-99.2% |