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 SERVICES6+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $99,669 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,070 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,432 | $72,254+3.0% | $86,677-14.1% | $64,808+14.9% |
| Participation rate | 93.9% | 80.4%+13.5pp | 76.6%+17.3pp | 71.5%+22.4pp |
| Annual return | 93.65% | 392.42%-298.8pp | 35.91%+57.7pp | 32.82%+60.8pp |
| Employer contribution / active EE | $4,529 | $2,393+89.3% | $2,836+59.7% | $2,506+80.7% |
| Participant deferral / active EE | $6,902 | $4,658+48.2% | $4,656+48.3% | $4,310+60.1% |
| Admin fee / account holder | $48 | $174-72.4% | $7,493-99.4% | $188-74.5% |