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 |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 49 | Other Services | $46,352 |
QBI, LLC2 years Filed as: QBI LLC Service code 49 | Other Services | $15,326 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,493 |
QBI, LLC3+ years Service code 49 · EIN 26-2768667 | Other Services | $0 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 49 · EIN 59-1237041 | Other Services | $0 |
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.
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 | $106,041 | $80,753+31.3% | $136,294-22.2% | $62,292+70.2% |
| Participation rate | 96.3% | 73.5%+22.8pp | 81.9%+14.4pp | 69.5%+26.8pp |
| Annual return | 13.07% | 35.83%-22.8pp | 5155.94%-5142.9pp | 28.90%-15.8pp |
| Employer contribution / active EE | $403 | $2,884-86.0% | $4,695-91.4% | $2,042-80.3% |
| Participant deferral / active EE | $6,531 | $5,164+26.5% | $6,247+4.5% | $3,169+106.1% |
| Admin fee / account holder | $28 | $525-94.6% | $9,243-99.7% | $479-94.1% |