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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $69,836 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $31,948 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,753 | $87,870-19.5% | $113,168-37.5% | $74,304-4.8% |
| Participation rate | 96.8% | 70.7%+26.0pp | 76.6%+20.2pp | 60.3%+36.4pp |
| Annual return | 14.68% | 26.44%-11.8pp | 24.27%-9.6pp | 29.43%-14.8pp |
| Employer contribution / active EE | $691 | $2,277-69.7% | $2,975-76.8% | $2,241-69.2% |
| Participant deferral / active EE | $3,505 | $4,241-17.3% | $5,107-31.4% | $3,767-7.0% |
| Admin fee / account holder | $302 | $3,368-91.0% | $12,068-97.5% | $2,969-89.8% |