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 | $32,761 |
CAPFINANCIAL PARTNERS LLC1+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $4,753 |
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 | $47,159 | $58,758-19.7% | $70,014-32.6% | $63,975-26.3% |
| Participation rate | 98.1% | 77.5%+20.6pp | 71.8%+26.3pp | 71.1%+27.0pp |
| Annual return | 7.67% | 18.05%-10.4pp | 12.99%-5.3pp | 48.65%-41.0pp |
| Employer contribution / active EE | $923 | $1,973-53.2% | $2,338-60.5% | $2,182-57.7% |
| Participant deferral / active EE | $2,295 | $2,912-21.2% | $2,931-21.7% | $3,356-31.6% |
| Admin fee / account holder | $17 | $71-75.5% | $4,380-99.6% | $70-75.3% |