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 SERVICES4+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $49,524 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,828 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,434 | $79,519-7.7% | $95,952-23.5% | $73,4090% |
| Participation rate | 93.7% | 81.2%+12.6pp | 77.1%+16.7pp | 72.2%+21.6pp |
| Annual return | 12.12% | 19.20%-7.1pp | 91.61%-79.5pp | 59.29%-47.2pp |
| Employer contribution / active EE | $4,069 | $2,048+98.7% | $2,541+60.1% | $2,234+82.2% |
| Participant deferral / active EE | $5,477 | $4,138+32.4% | $4,167+31.4% | $3,805+43.9% |
| Admin fee / account holder | $55 | $184-70.3% | $6,795-99.2% | $158-65.3% |