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 SERVICES2+ years Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $145,085 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $79,695 |
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 | $75,140 | $69,305+8.4% | $82,313-8.7% | $69,631+7.9% |
| Participation rate | 97.4% | 80.3%+17.1pp | 76.9%+20.5pp | 70.7%+26.7pp |
| Annual return | 14.64% | 21.47%-6.8pp | 25.88%-11.2pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $1,892 | $1,887+0.3% | $2,428-22.1% | $2,032-6.9% |
| Participant deferral / active EE | $5,144 | $3,568+44.2% | $3,706+38.8% | $3,224+59.6% |
| Admin fee / account holder | $280 | $97+188.5% | $5,608-95.0% | $110+153.9% |