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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $88,963 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $38,350 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,408 | $111,608-28.9% | $177,821-55.3% | $73,409+8.2% |
| Participation rate | 94.7% | 87.9%+6.8pp | 87.7%+6.9pp | 72.2%+22.5pp |
| Annual return | 17.50% | 18.23%-0.7pp | 48.32%-30.8pp | 59.29%-41.8pp |
| Employer contribution / active EE | $4,675 | $3,796+23.2% | $5,918-21.0% | $2,234+109.3% |
| Participant deferral / active EE | $7,949 | $6,199+28.2% | $7,714+3.0% | $3,805+108.9% |
| Admin fee / account holder | $321 | $166+94.0% | $12,427-97.4% | $158+103.4% |