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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $135,893 |
CAPFINANCIAL PARTNERS LLC8+ 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,379 | $71,142+65.0% | $119,609-1.9% | $64,808+81.1% |
| Participation rate | 98.0% | 78.6%+19.4pp | 79.3%+18.8pp | 71.5%+26.6pp |
| Annual return | -17.35% | -10.01%-7.3pp | -14.97%-2.4pp | 32.82%-50.2pp |
| Employer contribution / active EE | $6,646 | $2,497+166.1% | $4,232+57.0% | $2,506+165.2% |
| Participant deferral / active EE | $6,817 | $4,490+51.8% | $5,602+21.7% | $4,310+58.2% |
| Admin fee / account holder | $158 | $162-2.5% | $10,323-98.5% | $188-15.9% |