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 | $87,812 |
RAYMOND JAMES FINANCIAL SERVICES8+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $27,515 |
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 | $86,784 | $102,553-15.4% | $151,611-42.8% | $66,914+29.7% |
| Participation rate | 96.8% | 85.5%+11.3pp | 87.5%+9.4pp | 69.8%+27.0pp |
| Annual return | -15.72% | -10.82%-4.9pp | 3.33%-19.0pp | 1.58%-17.3pp |
| Employer contribution / active EE | $4,826 | $4,180+15.4% | $6,166-21.7% | $2,544+89.7% |
| Participant deferral / active EE | $8,323 | $6,641+25.3% | $8,363-0.5% | $4,237+96.4% |
| Admin fee / account holder | $318 | $630-49.5% | $11,616-97.3% | $593-46.4% |