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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,330 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $1,736 |
SMITH & HOWARD, PC3+ years Filed as: SMITH, DEREK L. Service code 49 107 KILSON DR STE 102 · MOORESVILLE, NC 281178182 | Other Services | $0 |
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 | $92,407 | $58,726+57.4% | $92,233+0.2% | $62,292+48.3% |
| Participation rate | 93.7% | 68.3%+25.3pp | 76.5%+17.2pp | 69.5%+24.1pp |
| Annual return | 15.30% | 43.62%-28.3pp | 176.28%-161.0pp | 28.90%-13.6pp |
| Employer contribution / active EE | $6,501 | $2,392+171.8% | $3,679+76.7% | $2,042+218.3% |
| Participant deferral / active EE | $3,699 | $2,766+33.7% | $3,897-5.1% | $3,169+16.7% |
| Admin fee / account holder | $285 | $556-48.8% | $5,194-94.5% | $479-40.5% |