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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $104,538 |
SMITH & HOWARD, PC1+ years Filed as: SMITH HAYES ADVISORS Service code 27 · EIN 47-0805744 | Advisory (Plan) | $39,242 |
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 | $42,607 | $37,117+14.8% | $147,614-71.1% | $55,191-22.8% |
| Participation rate | 83.8% | 63.6%+20.2pp | 84.6%-0.8pp | 69.2%+14.6pp |
| Annual return | 1.20% | 3.44%-2.2pp | 61.98%-60.8pp | 10.78%-9.6pp |
| Employer contribution / active EE | $966 | $1,620-40.4% | $5,564-82.6% | $1,899-49.1% |
| Participant deferral / active EE | $2,716 | $1,985+36.8% | $4,895-44.5% | $3,046-10.8% |
| Admin fee / account holder | $274 | $86+219.8% | $11,611-97.6% | $91+201.5% |