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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $92,631 |
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $44,599 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $67,496 | $98,982-31.8% | $162,163-58.4% | $65,185+3.5% |
| Participation rate | 95.5% | 85.8%+9.7pp | 87.6%+7.9pp | 70.2%+25.3pp |
| Annual return | 22.97% | 24.84%-1.9pp | 115.59%-92.6pp | 29.38%-6.4pp |
| Employer contribution / active EE | $3,649 | $3,467+5.3% | $5,614-35.0% | $2,177+67.6% |
| Participant deferral / active EE | $6,639 | $5,384+23.3% | $7,298-9.0% | $3,514+88.9% |
| Admin fee / account holder | $388 | $596-35.0% | $10,843-96.4% | $847-54.2% |