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 9-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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,954 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $34,551 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $99,839 | $88,083+13.3% | $164,813-39.4% | $74,495+34.0% |
| Participation rate | 88.1% | 73.0%+15.1pp | 78.6%+9.5pp | 67.2%+20.9pp |
| Annual return | 11.49% | 17.26%-5.8pp | 69.93%-58.4pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $1,865 | $2,593-28.1% | $4,341-57.0% | $2,623-28.9% |
| Participant deferral / active EE | $3,814 | $4,498-15.2% | $6,031-36.8% | $4,346-12.2% |
| Admin fee / account holder | $458 | $2,234-79.5% | $12,690-96.4% | $1,942-76.4% |