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 | $161,571 |
CAPFINANCIAL PARTNERS LLC3+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $47,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $148,055 | $71,666+106.6% | $117,854+25.6% | $69,631+112.6% |
| Participation rate | 96.1% | 77.5%+18.6pp | 79.7%+16.4pp | 70.7%+25.4pp |
| Annual return | 17.38% | 18.86%-1.5pp | 335.08%-317.7pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $7,296 | $1,889+286.3% | $3,786+92.7% | $2,032+259.1% |
| Participant deferral / active EE | $6,324 | $3,340+89.4% | $4,482+41.1% | $3,224+96.2% |
| Admin fee / account holder | $391 | $120+225.1% | $8,020-95.1% | $110+254.2% |