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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,365 |
CAPFINANCIAL PARTNERS LLC2+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $31,294 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,940 | $123,286-59.5% | $75,670-34.0% | $77,958-35.9% |
| Participation rate | 96.2% | 78.8%+17.5pp | 72.3%+23.9pp | 71.6%+24.6pp |
| Annual return | 10.29% | 20.45%-10.2pp | 27.34%-17.1pp | 20.87%-10.6pp |
| Employer contribution / active EE | $1,141 | $2,035-43.9% | $2,352-51.5% | $2,310-50.6% |
| Participant deferral / active EE | $2,276 | $3,095-26.5% | $3,142-27.6% | $3,537-35.7% |
| Admin fee / account holder | $20 | $144-86.1% | $5,800-99.7% | $97-79.5% |