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 SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 49 · EIN 59-1237041 | Other Services | $48,198 |
QBI, LLC1+ years Service code 49 · EIN 26-2768667 | Other Services | $17,161 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL LIFE Service code 13 | Contract Administrator | $6,191 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,191 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,298 | $70,002+36.1% | $115,037-17.2% | $52,331+82.1% |
| Participation rate | 95.6% | 72.1%+23.5pp | 81.4%+14.2pp | 68.1%+27.5pp |
| Annual return | -1.03% | 4.04%-5.1pp | 26.14%-27.2pp | 4.54%-5.6pp |
| Employer contribution / active EE | $3,955 | $2,715+45.7% | $4,608-14.2% | $1,882+110.2% |
| Participant deferral / active EE | $7,588 | $4,920+54.2% | $6,026+25.9% | $3,022+151.1% |
| Admin fee / account holder | $36 | $566-93.6% | $8,175-99.6% | $592-93.8% |