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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 49 · EIN 59-1237041 | Other Services | $12,684 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,168 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,004 | $52,293-79.0% | $178,490-93.8% | $73,409-85.0% |
| Participation rate | 50.0% | 65.3%-15.3pp | 81.9%-31.9pp | 72.2%-22.2pp |
| Annual return | 14.91% | 34.75%-19.8pp | 151.07%-136.2pp | 59.29%-44.4pp |
| Employer contribution / active EE | $632 | $1,735-63.6% | $5,011-87.4% | $2,234-71.7% |
| Participant deferral / active EE | $294 | $2,332-87.4% | $5,202-94.4% | $3,805-92.3% |
| Admin fee / account holder | $24 | $127-81.1% | $13,984-99.8% | $158-84.8% |