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 | $82,243 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 | Advisory (Plan) | $49,820 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $7,826 |
RAYMOND JAMES FINANCIAL SERVICES8+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,128 | $84,487+33.9% | $125,339-9.7% | $66,914+69.1% |
| Participation rate | 72.0% | 76.4%-4.4pp | 82.4%-10.3pp | 69.8%+2.2pp |
| Annual return | -14.63% | -8.39%-6.2pp | 572.05%-586.7pp | 1.58%-16.2pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $6,054 | $6,781-10.7% | $7,446-18.7% | $4,237+42.9% |
| Admin fee / account holder | $614 | $685-10.4% | $10,010-93.9% | $593+3.5% |