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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $101,267 |
RAYMOND JAMES FINANCIAL SERVICES10+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $28,665 |
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 | $127,749 | $122,239+4.5% | $184,203-30.6% | $74,495+71.5% |
| Participation rate | 96.7% | 85.5%+11.2pp | 86.8%+9.9pp | 67.2%+29.5pp |
| Annual return | 13.41% | 19.95%-6.5pp | 28.81%-15.4pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $3,971 | $4,537-12.5% | $6,427-38.2% | $2,623+51.4% |
| Participant deferral / active EE | $7,097 | $7,139-0.6% | $9,131-22.3% | $4,346+63.3% |
| Admin fee / account holder | $399 | $1,260-68.3% | $13,901-97.1% | $1,942-79.5% |