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 SERVICES5+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $54,304 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,031 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,478 | $185,342-58.7% | $111,297-31.3% | $86,799-11.9% |
| Participation rate | 88.2% | 81.0%+7.2pp | 77.3%+10.8pp | 72.3%+15.9pp |
| Annual return | 12.66% | 500.80%-488.1pp | 54.65%-42.0pp | 97.91%-85.3pp |
| Employer contribution / active EE | $3,999 | $2,246+78.0% | $2,731+46.4% | $2,405+66.2% |
| Participant deferral / active EE | $5,815 | $4,458+30.4% | $4,487+29.6% | $4,131+40.8% |
| Admin fee / account holder | $45 | $255-82.6% | $7,964-99.4% | $170-73.7% |