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 SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 49 · EIN 59-1237041 | Other Services | $5,785 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,626 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,358 | $84,233-69.9% | $170,442-85.1% | $70,131-63.8% |
| Participation rate | 89.6% | 70.8%+18.8pp | 83.6%+6.0pp | 69.5%+20.0pp |
| Annual return | 9.63% | 23.06%-13.4pp | 205.93%-196.3pp | 73.14%-63.5pp |
| Employer contribution / active EE | $2,617 | $3,387-22.7% | $5,433-51.8% | $2,342+11.7% |
| Participant deferral / active EE | $1,215 | $3,086-60.6% | $4,939-75.4% | $3,332-63.5% |
| Admin fee / account holder | $44 | $5,698-99.2% | $13,880-99.7% | $4,645-99.0% |