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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,997 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $17,153 |
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 | $7,435 | $45,000-83.5% | $143,757-94.8% | $77,904-90.5% |
| Participation rate | 41.1% | 66.8%-25.8pp | 80.3%-39.2pp | 73.7%-32.6pp |
| Annual return | -15.82% | 29.03%-44.9pp | -0.04%-15.8pp | 12.21%-28.0pp |
| Employer contribution / active EE | $473 | $1,870-74.7% | $4,951-90.4% | $2,848-83.4% |
| Participant deferral / active EE | $323 | $3,157-89.8% | $5,637-94.3% | $4,806-93.3% |
| Admin fee / account holder | $83 | $98-16.1% | $14,673-99.4% | $133-37.7% |