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 | $33,145 |
SMITH & HOWARD, PC1+ years Filed as: SMITH, DEREK L. Service code 49 107 KILSON DR STE 102 · MOORESVILLE, NC 281178182 | Other Services | $1,594 |
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 | $75,433 | $50,464+49.5% | $75,781-0.5% | $52,331+44.1% |
| Participation rate | 98.4% | 66.8%+31.6pp | 75.8%+22.6pp | 68.1%+30.3pp |
| Annual return | -0.10% | 1.03%-1.1pp | 9.68%-9.8pp | 4.54%-4.6pp |
| Employer contribution / active EE | $6,283 | $1,988+216.0% | $3,323+89.1% | $1,882+233.9% |
| Participant deferral / active EE | $3,762 | $2,570+46.4% | $3,651+3.0% | $3,022+24.5% |
| Admin fee / account holder | $240 | $1,103-78.2% | $5,299-95.5% | $592-59.4% |