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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $116,864 |
RAYMOND JAMES FINANCIAL SERVICES7+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $37,597 |
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 | $84,669 | $111,491-24.1% | $189,513-55.3% | $86,799-2.5% |
| Participation rate | 96.1% | 87.3%+8.7pp | 87.8%+8.2pp | 72.3%+23.8pp |
| Annual return | 14.82% | 83.50%-68.7pp | 555.15%-540.3pp | 97.91%-83.1pp |
| Employer contribution / active EE | $4,395 | $3,951+11.2% | $6,162-28.7% | $2,405+82.7% |
| Participant deferral / active EE | $7,556 | $6,437+17.4% | $8,221-8.1% | $4,131+82.9% |
| Admin fee / account holder | $356 | $189+88.8% | $12,045-97.0% | $170+110.1% |