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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $158,201 |
CAPFINANCIAL PARTNERS LLC6+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $47,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $139,524 | $78,419+77.9% | $133,956+4.2% | $73,409+90.1% |
| Participation rate | 95.4% | 78.6%+16.8pp | 79.8%+15.6pp | 72.2%+23.2pp |
| Annual return | 53.38% | 33.35%+20.0pp | 45.09%+8.3pp | 59.29%-5.9pp |
| Employer contribution / active EE | $6,093 | $2,044+198.1% | $3,919+55.5% | $2,234+172.8% |
| Participant deferral / active EE | $5,996 | $3,925+52.7% | $5,048+18.8% | $3,805+57.6% |
| Admin fee / account holder | $207 | $161+28.2% | $8,927-97.7% | $158+31.0% |