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 10-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 |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $14,758 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,779 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,210 | $78,485-33.5% | $106,213-50.8% | $74,495-29.9% |
| Participation rate | 88.6% | 72.8%+15.8pp | 75.3%+13.3pp | 67.2%+21.4pp |
| Annual return | 11.08% | 15.95%-4.9pp | 116.14%-105.1pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $714 | $2,523-71.7% | $3,171-77.5% | $2,623-72.8% |
| Participant deferral / active EE | $4,249 | $4,322-1.7% | $5,016-15.3% | $4,346-2.2% |
| Admin fee / account holder | $47 | $2,232-97.9% | $11,033-99.6% | $1,942-97.6% |