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 SERVICES8+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $107,613 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,777 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,918 | $88,890+12.4% | $102,423-2.4% | $77,643+28.7% |
| Participation rate | 95.8% | 80.9%+14.9pp | 76.5%+19.3pp | 70.6%+25.3pp |
| Annual return | 16.10% | 24.98%-8.9pp | 29.32%-13.2pp | 31.24%-15.1pp |
| Employer contribution / active EE | $5,094 | $2,698+88.8% | $3,023+68.5% | $2,726+86.9% |
| Participant deferral / active EE | $7,622 | $5,145+48.1% | $5,053+50.9% | $4,647+64.0% |
| Admin fee / account holder | $46 | $235-80.3% | $9,451-99.5% | $430-89.2% |