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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $94,897 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $46,229 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,429 | $79,523-37.8% | $140,016-64.7% | $56,287-12.2% |
| Participation rate | 94.6% | 85.7%+8.9pp | 87.5%+7.1pp | 69.9%+24.7pp |
| Annual return | -8.44% | 2.39%-10.8pp | 651.12%-659.6pp | -9.96%+1.5pp |
| Employer contribution / active EE | $3,581 | $3,350+6.9% | $5,606-36.1% | $2,111+69.6% |
| Participant deferral / active EE | $6,208 | $5,129+21.0% | $6,927-10.4% | $3,350+85.3% |
| Admin fee / account holder | $389 | $614-36.7% | $10,705-96.4% | $521-25.3% |