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 SERVICES4+ years Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $148,507 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $119,872 |
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 | $80,988 | $73,404+10.3% | $87,100-7.0% | $67,579+19.8% |
| Participation rate | 98.1% | 80.9%+17.3pp | 76.9%+21.3pp | 71.3%+26.9pp |
| Annual return | 6.37% | 48.29%-41.9pp | 28.19%-21.8pp | 378.56%-372.2pp |
| Employer contribution / active EE | $2,080 | $2,014+3.3% | $2,521-17.5% | $2,148-3.2% |
| Participant deferral / active EE | $5,536 | $3,913+41.5% | $4,049+36.7% | $3,539+56.4% |
| Admin fee / account holder | $287 | $142+102.8% | $7,497-96.2% | $142+101.8% |