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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $83,071 |
SMITH & HOWARD, PC2+ years Filed as: SMITH HAYES ADVISORS Service code 27 · EIN 47-0805744 | Advisory (Plan) | $29,962 |
DA DAVIDSON & CO1 year Service code 27 · EIN 81-0139474 | Advisory (Plan) | $10,528 |
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 | $43,256 | $36,916+17.2% | $156,549-72.4% | $57,658-25.0% |
| Participation rate | 88.1% | 63.4%+24.7pp | 84.0%+4.1pp | 70.2%+17.9pp |
| Annual return | 7.16% | 12.38%-5.2pp | 32.23%-25.1pp | 5.13%+2.0pp |
| Employer contribution / active EE | $1,027 | $1,571-34.6% | $5,501-81.3% | $1,974-48.0% |
| Participant deferral / active EE | $3,349 | $1,926+73.9% | $4,871-31.3% | $3,061+9.4% |
| Admin fee / account holder | $203 | $82+145.6% | $13,027-98.4% | $95+114.3% |