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 8-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 27 · EIN 59-1237041 | Advisory (Plan) | $43,870 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,043 |
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 | $70,260 | $73,404-4.3% | $87,100-19.3% | $67,579+4.0% |
| Participation rate | 91.0% | 80.9%+10.1pp | 76.9%+14.1pp | 71.3%+19.7pp |
| Annual return | 19.24% | 48.29%-29.1pp | 28.19%-9.0pp | 378.56%-359.3pp |
| Employer contribution / active EE | $3,654 | $2,014+81.4% | $2,521+44.9% | $2,148+70.1% |
| Participant deferral / active EE | $5,262 | $3,913+34.5% | $4,049+30.0% | $3,539+48.7% |
| Admin fee / account holder | $36 | $142-74.3% | $7,497-99.5% | $142-74.4% |