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 9-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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $125,249 |
Filed as: RAYMOND JAMES FINANCIAL SVC ADV Service code 27 · EIN 59-2937883 | Advisory (Plan) | $29,170 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,756 | $92,090-78.5% | $106,201-81.4% | $77,671-74.6% |
| Participation rate | 93.4% | 81.0%+12.4pp | 75.3%+18.1pp | 70.6%+22.8pp |
| Annual return | 13.45% | 17.89%-4.4pp | 116.26%-102.8pp | 31.21%-17.8pp |
| Employer contribution / active EE | $1,256 | $3,368-62.7% | $3,170-60.4% | $2,726-53.9% |
| Participant deferral / active EE | $2,685 | $5,386-50.1% | $5,012-46.4% | $4,648-42.2% |
| Admin fee / account holder | $221 | $219+0.9% | $11,039-98.0% | $430-48.7% |