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 SERVICES7+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $104,256 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,706 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,979 | $99,078-9.2% | $96,544-6.8% | $74,419+20.9% |
| Participation rate | 93.1% | 80.7%+12.5pp | 76.0%+17.2pp | 70.7%+22.4pp |
| Annual return | 16.99% | 22.48%-5.5pp | 25.84%-8.8pp | 34.38%-17.4pp |
| Employer contribution / active EE | $4,896 | $2,570+90.5% | $2,965+65.1% | $2,637+85.6% |
| Participant deferral / active EE | $7,240 | $4,933+46.8% | $4,851+49.3% | $4,528+59.9% |
| Admin fee / account holder | $51 | $225-77.2% | $8,252-99.4% | $348-85.3% |