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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 49 · EIN 59-1531281 | Other Services | $45,347 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,802 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $18,601 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,002 | $127,481-34.9% | $149,696-44.6% | $90,288-8.1% |
| Participation rate | 90.3% | 78.2%+12.0pp | 82.5%+7.8pp | 73.4%+16.9pp |
| Annual return | 14.27% | 57.78%-43.5pp | 276.60%-262.3pp | 53.97%-39.7pp |
| Employer contribution / active EE | $27 | $3,448-99.2% | $4,644-99.4% | $2,524-98.9% |
| Participant deferral / active EE | $7,787 | $6,975+11.6% | $6,842+13.8% | $4,232+84.0% |
| Admin fee / account holder | $15 | $152-89.9% | $9,309-99.8% | $114-86.6% |